About
The T3 Advisor Conference is a practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives advisors timely information on how to build a more efficient and profitable business.
Who it's for: The event is geared toward financial advisors and the financial services executives who support them. The conference typically covers everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions. The conference brings together vendors, industry leaders, financial advisors and students. It features new and upcoming technology solutions, plus current and emerging issues faced by financial advisors at firms of all sizes.
The T3 Enterprise Conference is a gathering of financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks. Invitations are extended annually to a who’s who list of CEOs, COOs, CCOs, CMOs and Managing Partners and other executives who are dedicated to bringing the best technology and solutions to their advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives executives the insights they need to gain a competitive advantage.
Who it's for: The event is geared toward financial services executives and enterprise buyers. Sessions are led by peers or top executives from the technology companies and are focused on industry innovation and the latest in fintech. The conference brings together vendors and industry leaders. It features new and upcoming technology solutions, plus current and emerging issues faced by registered reps, insurance agents, and financial advisors.
TWENTY YEARS AND COUNTING
Now in its twentieth year, the T3 conference for financial advisors (“T3 Advisor”) is the largest of its kind; it is an event solely focused on technology solutions specifically for financial advisors and wealth management firms. In the early years, Joel Bruckenstein, CFP®, and his then-partner David Drucker, CFP® (since retired), saw the need to bring the industry’s leading pioneers and financial advisors and the technology creators together, once a year in person. The goal was to advance the adoption of technology, educate advisors, and to create the best outcomes for investment advisory companies and the financial planning profession.
As advisor tech-adoption grew, the T3 Enterprise conference (“T3 Enterprise”) was established to help financial services executives uncover new solutions for their firms (banks, broker/dealers, custodians, RIA networks, insurance agencies, etc.), as they seek to secure and improve their value proposition to the financial advisors they serve.
The T3 Technology Hub, a digital repository of technology announcements and commentary, became a reality somewhere along the way, replacing the old T3 newsletter which at the time that Bruckenstein and Drucker were producing it was filled with cutting edge information and emailed to subscribers as a PDF. One of the early Bruckenstein/Drucker books (and many of the early T3 conferences) focused on creating a paperless office via scanning and digital storage on the advisor’s own computers. That was then. This is now. My how far we’ve come. Terms like cloud native, portal, workflow and CRM, digital advisor, and tech stack are now a part of our vernacular.
Who it's for: The event is geared toward financial advisors and the financial services executives who support them. The conference typically covers everything from how custodians are keeping ahead of the technology curve to the latest in portfolio management and reporting solutions. The conference brings together vendors, industry leaders, financial advisors and students. It features new and upcoming technology solutions, plus current and emerging issues faced by financial advisors at firms of all sizes.
The T3 Enterprise Conference is a gathering of financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks. Invitations are extended annually to a who’s who list of CEOs, COOs, CCOs, CMOs and Managing Partners and other executives who are dedicated to bringing the best technology and solutions to their advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives executives the insights they need to gain a competitive advantage.
Who it's for: The event is geared toward financial services executives and enterprise buyers. Sessions are led by peers or top executives from the technology companies and are focused on industry innovation and the latest in fintech. The conference brings together vendors and industry leaders. It features new and upcoming technology solutions, plus current and emerging issues faced by registered reps, insurance agents, and financial advisors.
TWENTY YEARS AND COUNTING
Now in its twentieth year, the T3 conference for financial advisors (“T3 Advisor”) is the largest of its kind; it is an event solely focused on technology solutions specifically for financial advisors and wealth management firms. In the early years, Joel Bruckenstein, CFP®, and his then-partner David Drucker, CFP® (since retired), saw the need to bring the industry’s leading pioneers and financial advisors and the technology creators together, once a year in person. The goal was to advance the adoption of technology, educate advisors, and to create the best outcomes for investment advisory companies and the financial planning profession.
As advisor tech-adoption grew, the T3 Enterprise conference (“T3 Enterprise”) was established to help financial services executives uncover new solutions for their firms (banks, broker/dealers, custodians, RIA networks, insurance agencies, etc.), as they seek to secure and improve their value proposition to the financial advisors they serve.
The T3 Technology Hub, a digital repository of technology announcements and commentary, became a reality somewhere along the way, replacing the old T3 newsletter which at the time that Bruckenstein and Drucker were producing it was filled with cutting edge information and emailed to subscribers as a PDF. One of the early Bruckenstein/Drucker books (and many of the early T3 conferences) focused on creating a paperless office via scanning and digital storage on the advisor’s own computers. That was then. This is now. My how far we’ve come. Terms like cloud native, portal, workflow and CRM, digital advisor, and tech stack are now a part of our vernacular.
