Showing posts with label dave drucker. Show all posts
Showing posts with label dave drucker. 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.

Sunday, February 20, 2011

Envestnet's Blake Wood talks about the new standard in client care at T32011

Envestnet's Blake Wood talks about UMH and the new standard
in fiduciary client care in this 1 minute video interview
with our roving reporter Marie Swift.

Learn more about Blake at www.envestnet.com.

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.

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.