Showing posts with label financial advisors. Show all posts
Showing posts with label financial advisors. Show all posts

Monday, September 26, 2011

Dave Drucker and Joel Bruckenstein Announce Preliminary Agenda for T3 Technology Conference in 201

Sessions will Address Pressing Concerns and Provide Innovative Solutions for Financial Advisors

DALLAS, Sept. 13, 2011 (GLOBE NEWSWIRE) -- David Drucker and Joel Bruckenstein, producers of the 7th Annual
"T3" Technology Tools for Today(TM)Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced the preliminary conference agenda.

"We are very excited about ways technology providers are stepping up with cutting-edge solutions to real-world issues that advisors loose sleep over," said David Drucker, CFP. "This year we have the opportunity to introduce some fascinating topics that few could have dreamed of just a few years ago. One is managing macroeconomic risk and a new breed of software that helps advisors determine the probability of catastrophic external events and their likely impact on client portfolios."


Another new technology the conference is seeking to cover is the use of avatars in financial planning; this is a new science of virtual aging that shows clients what they'll look like in the future. According to Drucker, researchers are finding that when individuals are able to "see" themselves in the future they are better motivated to save.

"We'll also be looking at financial planning around the world," adds Joel Bruckenstein, CFP, "and expanding on topics we have touched on in the past, such as tablets and iPads. We'll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we'll look closely at the contractual ramifications of operating fully in the cloud. As always, we'll be including sessions that cover 'what's new' in financial planning, CRM, document management, desktop portable management systems, and rebalancing."

"We're going to offer the attendees the opportunity to participate in round tables for networking purposes in lieu of attending breakout sessions in one of the time slots," adds Drucker. "We've found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.

Read entire news release on Yahoo! Finance 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

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.

Tuesday, November 30, 2010

Into the Clouds ... and feet on the ground in Florida at T3 2011!

How will Cloud Computing change the way we do business in the coming years? Join us at the T3 Technology Tools for Today conference in Weston, Florida in February 2011 and learn more and Cloud Computing, Tablet Devices, Touch Screen Technology and much more.

Early bird discount expires 12/31/10. Act now and capture your 2010 tax deduction and the conference pass savings!


If you are going to T3 2011 pls "RSVP" on LinkedIn Events so we can see who's coming.

Let's use #T32011 for the Twitter tag this year.

Register now to capture your Early Bird discount.

Watch this short video to get your wheels turning ...



See you at the T3 Show!