Advisor Technology in a Post-Covid World

Advisor Technology in a Post-Covid World

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)

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit

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