On March 13, 2023, Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The much anticipated survey results were revealed during the last session of day as a main stage session at the T3 Technology Tools for Today Conference being held in Tampa. 3,309 advisors and planners took the time to contribute their thoughts.

Printed copies of the 76-page report were available immediately after the presentation concluded and were only available in the sponsoring companies’ booths. Many thanks go to SEI, Advyzon, FP Alpha and Orion for their support.
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A PDF of the report is available at both www.BobVeres.com and www.T3TechnologyHub.com.

While at the T3 Conference in Tampa today, Mark Hurley, CEO of Digital Privacy & Protection, LLC, spoke on cyber threats and client wealth and wellbeing. Here is the report on Cyber Security: Why & How Wealth Managers Will Soon Play a Key Role in Managing These Risks.
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Learn more at: www.dPriPro.com. 

Tech trends + tough love with Joel Bruckenstein? Yes please.

Suleman Din, editorial director for Action! Magazine, sent us a preview of the special insert that will be made available without cost to attendees at this year’s T3 Conference in Tampa – and it’s fantastic.
 
Action! magazine delivers actionable content for ‘doers’ in wealth management. Through case studies, articles, videos and webinars, Action! provides practical content that financial advisors and their supporting colleagues can put to use immediately. The publication covers Operational Effectiveness, Relationship Management, Revenue Growth, Investment Excellence and Culture & Strategy.
 
The T3 special supplement will dig into five meaty tech-related topics with revered technology consultant Joel Bruckenstein, CFP®:

1. Tech Stacks
2. Artificial Intelligence
3. Cybersecurity
4. Digital Marketing
5. Blockchain and Crypto

Here with some important updates about the upcoming T3 Conference in Tampa.

1.    If you haven’t registered yet, now is the time to get that done.
 
We are planning for our biggest and best year yet, so please feel free to share the discount code shown in the banner above with anyone who still needs to register.
 
The best place to find the latest and greatest is on the T3 News & Updates page, which is where you will find info on:
 
-       How to submit a news release or byline article to the T3 Tech Hub
-       Podcast and video episodes that pull back the curtain on #T32023
-       The 2023 T3 social media contest

The JW Marriott and the Marriott room blocks  are completely sold out.

Please book at the Embassy Suites instead. If you get a sold out message from Embassy Suites, try again in 24 hours as a new block will be released then.

Make sure you travel in on Sunday, March 12th so that you'll be ready to hit the ground running on Monday morning March 13th.

Have you seen the Social Media Contest rules yet? Click here to read all about it.
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Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein.

Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry.