Great News: T3 Advisor 2019 Dates + T3 Virtual Exhibit Hall + T3 Video Channel + T3 Jobs Site (Free Limited Time Trial) Now Available

It was great to see so many of you at the 15th annual T3 Technology Conference for financial advisors. Nearly 700 of you made the trip to participate Feb. 6-9, 2018 at the Marriott Harbor Beach Resort & Spa in Ft. Lauderdale, FL. It was our biggest and best T3 conference yet.

This year, the theme for the conference was Technology and the Future Ready Advisor. Our speakers and exhibit hall participants did not disappoint.

Below you will find two conference montage videos you might enjoy watching, just to get a sense of what you missed – and, hopefully, you will go in and mark your calendar now in order to save the date for the 2019 T3 conference for advisors, which will be held January 29 – February 1, 2019 in Dallas. I know this is a little earlier in the year than you may have come to expect, but the TD Ameritrade National LINC conference will actually occur AFTER the T3 Advisor conference next year.

So much happened that the 2018 T3 Advisor Conference. Here are a few highlights:

  • Bob Veres and I dissected the 2018 Advisory Profession Software Survey findings and presented our initial observations (click here to Download the Report).
  • We announced two new T3 properties that will allow you to:
  • Recruit new talent to your firm and/or to post resumes if you are a job seeker
  • Learn more about select tech providers in the form of a “virtual exhibit hall”
  • We captured a ton of great video footage and have added it to the T3 Video Channel

Keep reading for details!


Employers can post up to 5 jobs without cost anytime between no and March 15th. Thereafter, if you want to leave your job posting(s) up on the site, the special introductory price will be just $100 per job ad and you will be able to leave the ad up until the position is filled. There is no cost for job seekers to post their information, set up a free account, and look around, apply for jobs, etc.

Check out the new T3 “jobs site” now:



The T3 Virtual Exhibit Hall offers a single location for advisory firms to find the best technology solutions on the market today and compare their features. When it’s time for your next software upgrade, the Virtual Exhibit Hall is the only place where you find real reviews from real users so you can make a more informed technology purchase decision. Every technology provider you’ll find in the Virtual Exhibit Hall has been verified with the T3 Standard of Excellence. You can search for a specific feature based on your unique needs to help you find the best fit for your firm. Due diligence that used to require hours of information requests demos, and calls can now be in a matter of minutes. If you find a technology solution you like, you can contact them directly from the Virtual Exhibit Hall. It’s all designed to be fast and seamless so you can make more informed decisions, more quickly.

Check out the Virtual Exhibit Hall at:


Day 1 Video Recap Day 2 Video Recap

Special thanks to:
  • Rich Cancro and AdvisorEngine for sponsoring both the T3 Red Carpet Experience and the T3 SocialCam. Check Twitter hashtag #T32018 to see all the T3 SocialCam clips:
  • Tina Powell of C-Suite Social Media for serving as our adventurous and fun-loving “roving reporter”
  • Robert Sofia and Snappy Kraken for producing our two Conference Montage videos and an additional 20 Red Carpet video interviews. Visit the T3 Video Channel to see what you may have missed at the 2018 T3 Advisor conference:
  • All the members of the media who traveled to cover the conference and produce their own content
  • All of our speakers, sponsors and attendees who brought such good energy and insights to the conference
  • J.D. Bruce and student competition judges Suleman Din, Marcel Tsai, Josh Brown, Tina Powell and Robb Baldwin (who filled in at the last minute for flight-delayed Ryan Neal)
  • The participants in the first-of-its-kind student competition at T3:
    • Orion + Utah Valley = The “Sirius” team
    • Riskalyze + Western Carolina = The “Cats of Wall Street” team
    • Robust Wealth + Delaware State = The “Core 4” team
    • RIA in a Box + University of Akron = The “Zips Out of the Box” team
  • Marie Swift and her team at Impact Communications along with Phil Galanty and the AIM Meetings team for bringing everything together in a thoughtful and organized way.
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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