Bob Veres’ Insider’s Forum is More than a Conference

Bob Veres’ Insider’s Forum is More than a Conference

As one of the most enduring and insightful thought leaders in our sphere, Bob Veres ( is continually trying to figure out how to improve and enhance the financial planning profession—and to help professionals like you who build it with your daily client interactions. This is what led him to create the Insider’s Forum conference (

This year I’ll be leading a keynote panel that will explore some of the new tools that help you create an interactive, addictive client experience that makes you fully-competitive with the robo-advisors.

SO JOIN ME September 19-21 at the oceanfront Hotel Del Coronado just outside San Diego.
Register at:  Save $100 by using my T3 discount code: T3VIP

There will be a price increase Friday, June 24th, so register before that deadline to save yourself some money.

This year, yet again, Bob has assembled an all-star cast of speakers and innovative session topics, and you can check out the program on the conference website. I’ll mention a few of the technology sessions below:

  • Gibson Capital Management’s Chris Sidoni, who will introduce a new set of tools that will help you co-create portfolios with your clients and innoculate them against policy abandonment during market downturns.
  • And following this session there will a series of TED Talks on other software tools for investment research, client risk profiling, and measuring and modeling macroeconomic risk.
  • Data security is a hot topic, and the Insider’s Forum program will address data security threats and solutions, as well as mobile cybersecurity compliance.

As Bob says, “This is going to be more than a conference; it will be a career-enhancing, firm-building experience that will take you into the future and help you become more personally and professionally productive.”

This year’s program themes are Communicating and Brilliant Thinking, which can be defined as “exceptional clarity and agility of intellect.” These broad themes will permeate tracks geared towards firm CEOs and other strategic leaders, COOs and key Operations Professionals, Chief Investment Officers and technical staff, plus a track to help all attendees improve their communication, thinking and marketing skills.

Learn how to convey the messages that you intend.  A keynote presentation by professional performers and stage directors from Gabriel Communications will help you become more powerful in your in-person communications and presentations.

While other conferences have talked about converting a practice into a business, the Insider’s Forum is a step ahead, and shows you how to transition your firm from a business to an enterprise, with a keynote panel who has done it successfully.

Rick Kahler and Carolyn McClanahan will share how they’ve transformed their firms using the holacracy management tools to empower staff and achieve new levels of operational efficiency. Another important session will explore how you can measure and evaluate the effectiveness and efficiency of your operations staff.

And now that you’ve learned from leading advisors and consultants how to grow your business, industry consultant Angie Herbers will share how to reorganize your client experience and develop advisor talent more quickly to support your business’ high growth stage.

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

Leave a Reply