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As technology leaders in the field of financial planning, Joel Bruckenstein and David Drucker are frequently called upon to offer commentary on issues related to technology, practice management, and office efficiency.
In addition, T3 receives information from regulatory bodies and other trusted industry sources that is pertinent and sometimes urgent for financial advisors and allied institutions. Please click the Advisor Alerts button below to access this information.
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What does Joel Bruckenstein have to say about robos and technology for advisors? Watch this 7 minute video to learn from the industry’s most respected technology expert.
Watch the Investment News interview with Joel Bruckenstein at the 2015 T3 Advisor Conference
Watch this great video interview wrap up of the technology news and announcements from Schwab IMPACT 2014, including thoughts from Technology Tools for Today co-founder Joel Bruckenstein.
Find out who earned the most buzz at the 2014 T3 conference
Save the date, November 12-13, 2014 for T3 Enterprise in Atlanta. Visit http://www.t3enterpriseconference.com
Wall Street Journal's Veronica Dagher caught up with industry technology expert Joel Bruckenstein while at the Fidelity Inside Track Conference in NYC November 1-3. Watch this 4 minute video for great insights from Joel!
Practice Management & Technology Tools
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| Click Here to read the 2014 Practice Management & Technology Tools Guide. | Click Here to read the 2013 Practice Management & Technology Tools Guide. |
