T3 / Inside Information Tech Survey 2023 Open Now
T3 / Inside Information Tech Survey 2023 Open Now
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of 1-10. If survey respondents don’t use a particular category of software, just skip over that category, which greatly shortens the time required to complete the survey.
Here’s the link where financial advisors can express their views on the components of their tech stack:
https://www.surveymonkey.com/r/HNG6XFK
Bob Veres and I hope that all financial advisors will take the time to participate. And, of course, we’ll make the ratings and rankings available in a comprehensive report early next year, when the final data has been collected.
Thank you sincerely for your participation.
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 longest-running and most respected technology conference for independent advisors, wealth management teams, and enterprise technology buyers such as IBDs, insurance companies, banks, and national RIAs. Always the innovator, Bruckenstein was one of the first fintech consultants to see that cyber security is of the essence, so he rolled out T3 Cyber University as part of the T3 Conference agenda. As artificial intelligence (AI) and technology became more complex, he added increasingly sophisticated content modules and expert speakers to the T3 Conference line-up; in 2026 he established AI University as a special stand-alone educational experience for advisors and interested others seeking to understand generative AI, agentic AI, and more. 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 T3/Inside Information 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 www.JoelBruckenstein.com.
