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!

Joel Bruckenstein talks with RegisteredRep TV about Technology Tools for Today's Successful Financial Advisor

View three-minute video interview now.

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!

Total Rebalance Expert Offers Great Outsourcing Solution for Financial Advisors

Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory (asset allocation).

The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.

Developed 2007-08, TRX is the brainchild of Sheryl Rowling, Cheryll Lurtz, and Debra Dold. In their professional practice, Sheryl and Debra saw the need for an automated rebalancing tool that could be easily integrated with an Advisor’s existing practice. They set out to create a simple yet powerful investment allocation analysis software that could be up and running with minimal set-up, and easily operated by anyone in the Advisor’s office.

Cheryll, a seasoned programmer with a financial background, teamed with Sheryl and Debra—both CPAs and Personal Financial Specialists—who contributed their extensive financial planning and investment advisory knowledge to the functional performance of TRX. They each have three decades of experience in their respective specialties. Together, they brought their vision to fruition.

Read more at www.trxpert.com.

Advisor Impact Brings Fresh Solutions for Client Feedback to Advisors at T3 2010

Advisor Impact helps financial advisors and accountants to maximize profitability and productivity in their businesses.

They provide research, training and tools to help firms and individual advisors evaluate and improve client profitability – all in the context of delivering an outstanding client experience.

The company's flagship program, the Client Audit, is an outsourced client feedback program. It helps financial advisors and accountants enhance loyalty and increase client revenue, by gathering on-going feedback from clients, turning that into a clear action plan and providing the support and tools to help leverage those results.

For information on the Client Audit, click here. Visit www.AdvisorImpact.com and download a free white paper - The Economics of Loyalty.

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http://www.twitter.com/t3fan

Technophone No More - Veres Talks About T3 in Financial Planning magazine

Read what Bob Veres said about the T3 Conference in Financial Planning magazine:

Chances are you can unlock a huge hidden reservoir of personal and staff productivity by making better use of your computers.

http://www.financial-planning.com/fp_issues/2009_5/technophobe-no-more-veres-industry-insight-2661661-1.html

Photos from T3 Conference in Dallas, February 2009

View Slide Show from Dallas 2009 T3 Conference
http://www.flickr.com/photos/35656840@N02/show/


View sampling of this year's conference presentations at
http://virtualofficenews.com/Links_Intro.asp?SPID=90237&Title=Links+w%2F+text&OrgID=2208

In conjunction with the conference videos posted on this blog site (below), we hope you will see and appreciate the quality of presenters and other resources T3 brings you.

Financial Advisory Firms Must Adapt to Survive

Check this out - interesting format, good exposure for the T3 Conference, must-read content if you are a financial advisor:

http://www.virtualofficewire.com/virtual-office/financial-advisory-firms-must-adapt-to-survive-smartbrief/

Conquer Market Woes with Technology

Marie Swift's article on Conquering Your Market Woes with Technology is now "live" on Financial Advisor magazine's website.

T3 Conference: Another Home Run

Sydney LeBlanc, editor-in-chief of the new digital magazine Transitions, interviewed David Drucker about the T3 Conference held Februrary 2009 in Dallas.

In addition to reading the content of the article, you'll definitely want to check out Transitions - a new and very snazzy digital publication that uses new technology to make pdfs interactive.

SIGN UP FOR A FREE SUBSCRIPTION WHILE YOU'RE THERE!

Read article as interactive e-zine:
http://transitions-mag.com/april_2009.html
(full layout and photos included)

Read article as html:
http://www.transitions-mag.com/wp/?cat=306

OneVoice RIA - Video Clip - T3 Conference Dallas 2009

Gobind Daryanani talks about a new public awareness campaign called OneVoice RIA while at the T3 Technology Tools for Today conference in Dallas 2009.



Learn more at www.onevoiceria.com.

Portfolio Director & Scottrade - Video Clip - T3 Conference Dallas 2009

Portfolio Director founder Bob Yacobucci talks about how advisors can find an affordable, cutting-edge application for portfolio management. He is joined by Brian Davis of Scottrade's Institutional division. And while the camera was turned sideways - sorry - their comments and advice sure isn't!



Scottrade and Portfolio Director - proud
sponsors of T3 Technology conference
Dallas 2009.

Learn more at www.portfoliodirector.com
and www.scottradeadvisor.com.

B.O.S.S. - Back Office Service Solutions - Video Clip - T3 Conference Dallas 2009

Hear what Karyn Davenport of B.O.S.S. says about how advisors can outsource their back office head aches to streamline their practices and be more profitable.



Proud sponsor of:
T3 Technology Conference
Dallas 2009

Learn more at www.thebackoffice.biz.

Albridge - Video Clip - T3 Conference Dallas

Interested in portfolio management and data management solutions? Watch this video for a taste of what Aldridge provides.


Proud Sponsor of:
T3 Technology Conference
Dallas 2009

Learn more at www.albridge.com.

iRebal - Video Clip - T3 Conference Dallas

Gobind Daryanani, CFP, Ph.D., founder of iRebal, talks about technology and rebalancing portfolios at the T3 Conference.

Proud Sponsor of:
T3 Technology Conference
Dallas 2009

Visit www.iRebal.com to learn more!

Finance Logix - Video Clip - T3 Conference Dallas

Interested in improving the collaboration experience with your clients?


Visit www.FinanceLogix.com to learn more

Black Diamond - Video Clip - T3 Conference Dallas

Black Diamond talks about the biggest challenges advisors face.


Learn more at www.BlackDiamondReporting.com

Raymond James Investment Advisor Division - Video Clip

Raymond James sent a VP to the technology conference? Find out why.

http://www.raymondjames.com/advisorchoice/rjfsiad/

FinFolio - Video Clip - T3 Conference Dallas

FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio is creating a powerful open platform that will be extensible by users.


Check them out at www.finfolio.com.