T3 2013 Conference Recap

MIAMI, March 15, 2013 /PRNewswire-iReach/ --

  • Eight-Year Milestone with Record Attendance
  • Venue for Strategic Partnership and Major Industry Announcements
  • Release of new book – Technology Tools for a High-Margin Practice
  • News Sessions Addressing Financial Professionals' Most Pressing Concerns
  • Industry Leading Speakers and Sponsors
  • Plans for T3 2014 and new second conference this fall

(Photo: http://photos.prnewswire.com/prnh/20130315/CG77827)

Joel Bruckenstein and David Drucker, producers of the "T3" Technology Tools for Today™ Conference (T3), announced final attendance figures for the eighth annual conference and plans for 2013 and beyond. The T3 2013 conference, held February 11 – 13, 2013 at the Hilton Miami Downtown hotel, attracted over 600 professionals—in spite of the huge snow storm that closed down airports and caused annoying delays all across the Eastern seaboard and connecting cities. This all-time record high demonstrates that T3 continues to be the place where business professionals in the financial services industry come to interact with technology solutions and the technology companies producing those solutions.

"The T3 Conference has developed a reputation for being the place where people come to not only learn about new technology, but to also shape future technological developments by speaking directly to developers and expressing technological needs," said Dave Drucker. "This was by far our biggest and best conference yet. While we did have some concerns on day one that attendance would fall off due to the sudden snow storm, it was gratifying to see people brave the weather, endure the flight delays, and check in as planned. We even had a number of walk-in registrations, and people asking on Twitter if they could still get in if they just showed up (of course, the answer was 'yes'), " Drucker said.


Ten years after the publication of David Drucker and Joel Bruckenstein's seminal book on technology for financial advisory firms, Drucker and Bruckenstein released a highly anticipated revised version of the book, Technology Tools for Today's High Margin Practice, just weeks before the conference. 

"Since the new book was out just in time for the 2013 T3 Conference, we thought that attendees might like to hear from some of the contributing authors," Joel Bruckenstein said. "The contributors are all impressive people, fourteen in all: David Lawrence, Lou Stanasolovich, Marie Swift, Davis Janowski, Dan Skiles, Bob Curtis, Linda Strachan, Mike Kelly, Jon Patullo, Bill Winterberg, JD Bruce, Jennifer Goldman, Tim Welsh, and Bart Wisniowski. Accordingly, one of the conference tracks included some of the book's contributing authors who addressed hot topics such as the use of digital signatures, marketing technology, social media and websites, CRM selection, custodial integrated platforms, outsourcing, the future of financial planning, cloud computing, and understanding the return on technology investments," Bruckenstein said.


New this year at the 2013 T3 conference were sessions covering estate planning for digital assets, tips and tools to incorporate healthcare planning into long term financial planning, and navigating new computer operating systems for Macs and PCs.

"The T3 Conference in 2013 also included our 'What's New In …' series," said Dave Drucker, who for over a decade has worked with Joel Bruckenstein to produce the T3 Technology Tools for Today newsletter and the T3 conferences.  "We covered essential technology tools—everything from financial planning and CRM software to document and portfolio management systems and rebalancing software. The vast array of sessions offered at the eighth annual T3 Technology Tools for Today conference put attending advisors on the leading edge, with the latest and greatest technology and practice management solutions for their financial services business," Drucker said.

Additional content from the conference, including video interviews, a conference highlights clip, and presentation slides, can be found at http://www.TechnologyToolsForToday.com.


One of the major draws to the T3 conference, are the industry leading sponsors that exhibit. Some of these leading companies also provide their top-tier executives as speakers. For instance, TD Ameritrade Institutional sent Jim Dario, Managing Director of Product Management, to talk about using technology to intelligently solve practice management problems, and Salesforce sent Rohit Mahna, Director of Financial Services Industry Solutions, to talk up the cloud during his general session presentation.

"The conference provides a great opportunity for networking and learning about all the leading technology innovations that come out each year," Drucker said. "We keep the exhibit hall open for long hours to give advisory firms the opportunity to make the rounds and demo everything of interest to them. We always hear of integrations, mergers and partnerships that get sparked, forged or announced right at T3. There were numerous dinner parties each night, and when the exhibit hall was closed the lobby bar was always hopping."

Booths sold out in record time this year.  Click here for a list of sponsors.

2013 AND 2014 PLANS

The ninth annual T3 conference will be held February 10-12, 2014 at the Hilton Anaheim in Anaheim, CA.  Conference details will be available on the T3 website.

In addition, watch for an announcement from Drucker and Bruckenstein regarding a second annual conference being developed specifically for institutional buyers. "This will be a smaller conference with approximately 40 sponsors," Drucker said." "We'll be inviting a select group of broker/dealer executives and national RIAs to attend in an effort to help them find the right resources for their firms," Drucker said.

About T3 Technology Tools for Today Conference       

Since its inception in 2006, the annual Technology Tools for Today Conference (T3) has been the only annual conference devoted exclusively to the technology and practice management needs of independent financial advisors. Co-chaired by the experienced team of Joel Bruckenstein and David Drucker, the T3 conference brings together the nation's leading technologists, advisors, consultants and technology vendors to discuss technology developments that impact financial advisors.

For conference information, visit www.TechnologyToolsForToday.com. Get breaking news by following @t3fan @daviddrucker @fintechie and @marieswift on www.Twitter.com

Media Contact: Alfred Martin Impact Communications, 9136495009, almartin@impactcommunications.org

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SOURCE T3 Technology Tools for Today Conference



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