Advisor Technology in a Post-Covid World – By Joel Bruckenstein

​While 2020's harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at their firms, many industrious fintech companies in our space doubled down on their efforts to create, evolve and innovate. In 2021 the fog began to lift as the financial planning and investment advisory community learned to bob-and-weave together -- and, thankfully, we see 2022 approaching with much more clarity and optimistic hope that safe and productive gatherings can continue to occur. This is why the theme for T3 in 2022 will be "A New Dawn: Advisor Technology in a Post-Covid World."

Here’s are five reasons to prioritize being in person with us in May 2022 for the T3 Technology Conference for advisors + the T3 Enterprise Day for larger firms:

• Technology has evolved in amazing ways 
• New and amazing solutions have been created 
• Many of you have not had the time to really assess the tech landscape due to competing demands and virtual fatigue
• The cutting-edge insights from the vendors in the exhibit hall and the speakers we’ve booked are going to be incredible
• We are all eager to be together -- live and in person, safely -- after navigating some rough terrain of 2020 and 2021

The entire T3 community and I are so looking forward to seeing you all in May. Please mark your calendars -- better yet, register now if you have not already done so:

This year's T3 Advisor Conference and T3 Enterprise Day -- both of which will occur the same week at the same venue in Denton, Texas (Dallas area) -- will reveal the amazing solutions, both new and evolved, and show financial advisors and financial services firms like yours how to step up and serve your clients in a more effective and elegant way.

There will also be a few sessions that will be of specific interest to the vendors present, PE firms, very large RIA’s, and anyone else that wants cutting-edge insights.

If you are a financial advisory firm, note that our "two for the price of one" (buy one, get one BOGO) offer expires at 11:59 pm on Black Friday, November 26, 2021. So, act now if you want to capture the tax deduction in 2021 -- and bring a second person from your firm for free.

Please join us in welcoming 2022 and the new dawn of innovation in technology that we see happening now in the financial advisory and wealth management world.

T3 Advisor Conference May 2-4, 2022
T3 Enterprise Day May 5, 2022
Denton, Texas (Dallas area)

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