Hot Off the Press: A Conference Survey from Bob Veres and Joel Bruckenstein

Hot Off the Press: A Conference Survey from Bob Veres and Joel Bruckenstein

The advisor community is collectively figuring out when we’ll start back attending in-person conferences – and, of course, deciding which conferences to attend.  But there really isn’t a guide to all the annual events, with ratings from actual attendees – until now. 

Hot off the press, the T3/Inside Information Conference Survey:

  • Asks what advisors most want out of a conference
  • Reveals what kinds of experiences gave them the most value
  • And, on page 9, provides the collective ratings by 560 advisors of the national conferences they’ve attended

This new report can become a reference guide to the advisor conference scene as you consider when and where you’ll return to in-person meetings.

Joel Bruckenstein of T3 (www.T3TechnologyHub) and Bob Veres of Inside Information ( want to thank all who participated in the survey, and they want to wish all of you the best as you decide when and where to plan your next national conference experience.

And a hearty thank you, too, to the three entities that sponsored the production of the report:

One of the most-anticipated 1-day virtual showcases of emerging advisor-facing fintech this year. Speed-profiling 20 technologies built in the last 12 months to help advisors address ‘Engagement, Wellness and Accessibility,’ and panels that address the bigger challenges facing advisors today. Half of ticket sales benefit the Foundation for Financial Planning.

The highly-customized CRM solution which unlocks the full power of SalesForce for all your business needs– at a fraction of a SalesForce subscription cost.

Pulse is the most full-featured, affordable client portfolio management and reporting solution in the investment advisor space–an inexpensive solution at a time when portfolio reporting is taking up an ever-larger portion of advisors’ tech budgets.

Download a copy of the PDF here


Oh, and by the way, both the Bruckenstein/T3 Conferences and the Veres/Insiders’ Forum are planning to be in-person this fall. Both received high rankings from advisors who participated in the conference survey. Both have early bird pricing in effect right now (as of this writing, May 21, 2021).

Please join us!

  • T3 Advisor and T3 Enterprise conferences, 2 events back-to-back September 27 through October 1, in Denton, TX with (new and exciting!) the 4th Annual ScratchWorks competition on September 30 – Register now at

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