T3 Conferences | Joel Bruckenstein
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T3 Daily News Digest: 05-04-22

5/4/2022

 
​Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • SMArtX Advisory Solutions Grows its Turnkey Asset Management Platform with 20 New Strategies
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T3 Daily News Digest: 5–3-22

5/3/2022

 
​Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey
  • Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey
  • FMG Suite Rebrands to FMG and Announces New Offerings for Financial Advisors
  • AI wealth-tech firm, FP Alpha, launches first of its kind, Estate Planning Tool and Deliverable, The Estate Snapshot
  • Mirador, LLC Launches “Gateway” - a New, Next-Generation Digital Portal Built to Serve Both Wealth Management Advisors and Their Clients
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  • Incedo Lighthouse™ AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas
  • SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
  • XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms
  • Smartleaf Asset Management, LLC selected to provide sub-advisory service for Principal Global Investors® "ntech-enabled" portfolios

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Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

5/3/2022

 
Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey.
Available as a PDF download here
The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the average user rating for every product and service. ​

​They also included market share and user ranking changes from last year and how many advisors are thinking about moving or switching to each product in ranked order.
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T3 Daily News Digest: 5–2-22

5/2/2022

 
​Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • Econiq launches Next-Gen Meeting Technology​ for Financial Advice at T3 in Denton, Texas
  • Orion Aims to Disrupt the Status Quo of Data Delivery for Financial Advisors by Leveraging Innovative Real-Time Data Sharing Technology
  • ​Orion Infuses Behavioral Finance into its Financial Planning Technology
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T3 Daily News Digest: 4–29-22

4/29/2022

 
​​Here’s the latest and greatest as we lead up to the T3 Conference next week. Click on a title below to view the full release.
  • Incedo to Showcase “Winning in the Digital Age” at T3 Advisor Conference in Denton, Texas
  • Holistiplan Hits 10,000 Users on Award-Winning Tax Software
  • Smartleaf Asset Management LLC (SAM) and Everence® Announce Strategic Partnership for Outsourcing Portfolio Management Including Direct Indexes
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T3's 2022 Social Media Contest - Rules and Information

4/26/2022

 
The heat is on! Can you beat Craig Iskowitz at social media?

We love Craig, of course, and he is consistently top of the T3 conference leaderboard when we look at social media engagement for T3.

Let's create some friendly rivalry! The contest starts NOW.
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IMPORTANT: Publicity Tips T3 2022

4/25/2022

 
Dear Sponsors,
 
As we lead up to the big T3 week in Texas, we thought having this information in advance would help you maximize publicity for your firm.
 
SOCIAL MEDIA PROMOTIONS

You will see some tweets to drive excitement about the conference sessions plus some other social media buzzing on T3's side. Please like, retweet, comment on, do your own tweets and posts, etc.
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What to Expect at this year's T3 Conference: LinkedIn Live Session with Joel Bruckenstein on April 7, 2022 Pulls Back the Curtain

4/7/2022

 
Don't miss:
What to Expect at this year's T3 Conference
Curious about this year's T3 Conference for Financial Advisors + the T3 Day for Enterprises Here's a fun and easy way to learn more. This LinkedIn Live session was recorded on Thursday, April 7th. You'll hear from T3 mastermind Joel Bruckenstein and marketing maven Marie Swift in this 30 minute live-streamed session hosted by AC Solutions LLC and Andrea Chinapen.
Watch the recording here
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T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

3/15/2022

 
​Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two of the most popular and valuable events in the annual wealth management calendar. The two events will be held back-to-back this year, providing attendees with an up-close look at the next generation of applications that will shape the future of the industry. The T3 Advisor Conference will be held from May 2 – 4, with T3 Enterprise Day occurring on May 5. Both events will be held at the Embassy Suites by Hilton Denton Convention Center in Denton / Dallas, Texas, and are open to financial services executives who support financial advisors and financial advisors who work directly with clients.
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Half Off Holiday Special from T3 Expires January 3 11:59 PM ET

12/21/2021

 
​T3 is currently offering a special promotion.
Act now to lock it in!
​Our holiday special allows an advisory firm principal to bring a next-gen firm leader for half-price.
 
The T3 Advisor Conference is being held on May 2-4, 2022 and the T3 Enterprise Day is being held on May 5, 2022. Both are at the Embassy Suites by Hilton Denton Convention Center in Denton / Dallas, Texas.
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  • Home
  • About
    • In the News
  • Conferences
    • 2022 Registration & Agenda
    • News & Updates
    • Early Interest
    • 2022 Conference Sponsors
    • Media Opportunities
    • Past Sponsors
    • Past Attendees
  • T3 Video Library
  • Contact
  • Visit T3 Tech Hub
  • Covid Protocol