T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet certain criteria). Free registration is open only to senior technology personnel of broker-dealers, banks, trust companies, credit unions, insurance companies, super OSJs and RIA networks, and other similar financial organizations.

This year’s theme is: Synching Up Your Technology with Today’s Modern Advisor / Client Expectations.

Executive roundtables – which will be moderated by members of the press and/or other industry VIPs – are forming now. If you are a qualified executive in financial services company, please send me a note of interest so I can confirm your seat in the appropriate roundtable discussion:

Please mark your calendars now. Better yet, click here to register for the T3 Enterprise Conference now:

2018 T3 Technology Conference – Enterprise Edition
October 22 – 24, 2018
Cosmopolitan of Las Vegas

Financial advisors and others who do not meet the complimentary admission category criteria, are welcome to attend the T3 Enterprise Conference, too, however there is a cost associated with participation.

Another option for financial advisor consideration is to attend the 2019 T3 Advisor Conference (see below), where the content will be specifically geared toward financial advisory firms of all sizes.

2019 T3 Technology Conference – Advisor Edition
January 29 – February 1, 2019
Embassy Suites, Denton Convention Center (Dallas)

Keeping up with the ever-evolving world of financial services technology and practical applications for your firm is more important than ever. I hope to see you at one or both of these upcoming events.

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 www.JoelBruckenstein.com.

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