Showing posts with label T3. Show all posts
Showing posts with label T3. Show all posts

Thursday, November 10, 2011

Advisor Use and Misuse of Technology - Joel Bruckenstein talks with AdvisorOne's Jamie Green

Joel Bruckenstein offers some surprising comments on social media, integration and mobile technology in this 8 minute video interview with AdvisorOne's editor-in-chief Jamie Green while at the Schwab Impact Conference in San Francisco, November 2011.

Watch now!

Wednesday, March 30, 2011

T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012

FORT LAUDERDALE, Fla., March 30, 2011 -- David Drucker and Joel Bruckenstein, producers of the T3 Technology Tools for Today™ newsletter and annual conference, today released additional statistics and comments about the sixth annual T3 conference, held at the Grand Hyatt Weston in Florida February 16–19th, 2011. In addition, the conference organizers have now announced the dates and location for T3 2012.

Read news release on Yahoo! Finance now.

Monday, February 21, 2011

B-Ready's Linda Bready talks about outsourcing solutions at the T3 Conference 2011

Linda Bready of B-Ready Outsourcing Solutions, a company that provides virtual investment data management and performance reporting services to the professional investment advisor community, talks about outsourcing solutions for financial advisors at .

Watch the 1 minute video.

Learn more about Linda at www.b-readysolutions.com.

Sunday, February 20, 2011

Conrad Foster of CEO Image talks about paperless solutions at #T32011

Conrad Foster of CEO Image tells us why he's sponsored every T3 Conference since inception. He also talks about paperless solutions in this 1 minute video.

Hear what Conrad has to say.

Learn more about CEO Image and how you can improve your
productivity at www.ceoimage.com

Trusted Advisors Consulting's Janet Davis: T3 conference well worth the trip

Janet Davis from Trusted Advisors Consulting shares her impressions as first-time attendee at the T3 Conference. Janet is a tax expert who provides outsource solutions to financial advisors. She came to network at the industry's premier "applied technology event."

Hear her comments in this 1 minute interview.

Jon Patullo from TD Ameritrade Institutional talks tech at T3

Watch a 1 minute video interview with technology
product manager Jon Patullo from TD Ameritrade Institutional.

Jon talks about Veo Open Access and the T3 Conference.

Learn more about Jon at www.tdameritradeinstitutional.com.

Spenser Segal of Actifi gives thoughts on attending T3 Conference 2011

Spenser Segal from Actifi talks about the conference in this
1 minute video interview with our roving reporter Marie Swift.

Learn more about Spenser at www.actifi.com.

Oren Chaplin, Esq., tells advisors at T32011 how to minimize risk when outsourcing services


Attorney Oren Chaplin gives a preview of what he's about to talk about at the T3 Conference:
Risks involved when a financial advisor outsourcing services.

Learn more about Oren at www.nmmlaw.com.

Mike Byrnes on attending the T3 Conference for the first time

Mike Byrnes is a practice management consultant to the industry. He attended the T3 conference for the first time in February 2011.

Hear his observations by watching the 1 minute video interview with Marie Swift from Impact Communications.

As a freelance writer, Mike also wrote several good articles about the T3 conference, one on Marie Swift's session how advisors can better use social media and build their online presence, and another on Peter Montoya's session on how marketing has evolved for financial advisors today. You can read these articles on www.financial-planning.com.

Learn more about Mike at www.byrnesconsulting.com.

Saturday, February 19, 2011

Bob Veres Talks About Future of Profession, Technology Trends at #T32011


Bob Veres, publisher of Inside Information (www.bobveres.com), began the conference Wrap Up session by sharing his top takeaways from the 6th annual T3 Technology Tools for Today conference, held February 15-18, 2011 in Weston, Florida.

Hear what Bob has to say in this 10 minute video clip. You'll want paper and pencil in hand.