David Drucker and Joel Bruckenstein Announce Preliminary Agenda for "T3" 2013
Conference in Miami
New Book, New Sessions Will Address Financial Professionals' Most Pressing
MIAMI, Nov. 15, 2012
MIAMI, Nov. 15, 2012 /PRNewswire/ --David Drucker and Joel Bruckenstein,
producers of the 8th Annual "T3" Technology Tools for Today™ Conference to be
held at the Hilton Miami Downtown from February 11-13, 2013, today announced
the preliminary T3 2013 conference agenda and initial details of their new
book, Technology Tools for a High-Margin Practice, due out February 6, 2013.
New this year at the T3 conference are 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 will also include 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.
"In 2013 we will cover essential technology tools—everything from financial
planning and CRM software to document and portfolio management systems and
rebalancing software. The vast array of sessions we will offer at the 8^th
annual T3 Technology Tools for Today conference will put attending advisors on
the leading edge, with the latest and greatest technology and practice
management solutions for their financial services business."
This year also marks ten years since the publication of the seminal book on
technology for financial advisory firms, Virtual Office Tools for a High
Margin Practice. "The good news is that Wiley / Bloomberg came back and asked
us to write an entirely new book on technology and practice management tools
for advisors," said Joel Bruckenstein, who co-authored both the original and
the new book with David Drucker.
Technology Tools for Today's High Margin Practice will be released in February
2013. To pre-order, click here. "It is an excellent reference book for any
firm looking to improve its operations and margins," said Charles Goldman,
CFP®, co-founder, Advizent. "David and Joel have assembled some of the most
knowledgeable people in our industry who shine the light on a broad range of
technology and operational topics. The format of the book is easy to read and
the coverage of each topic is extensive. This book is a must-have reference
for firms of all sizes."
"Since the new book will be out just in time for the 2013 T3 Conference, we
thought that attendees might like to hear from some of the contributing
authors," Bruckenstein continued. "Impressive people like 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 will include
some of the book's contributing authors who will address 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
The conference will be preceded by a day of pre-conference sessions and, as in
years past, an Ethics program will be offered (through which attendees earn 2
hours continuing education).
Click here to watch a short video announcement on the T3 Video Channel.
For conference registration, sponsorship application and additional details,
visit T3's website, www.TechnologyToolsForToday.com. Follow the T3 Community
Platinum Plus Sponsors:
TD Ameritrade Institutional
Scottrade Advisor Services
Financial Planning magazine
Gold and Silver Sponsors:
Arcons Technology, Inc.
Back Office Support Service - BOSS.
Concenter Services (XLR8)
Envision Financial Systems, Inc.
Fox Financial Planning Network
John Norwood Consulting
Orion Advisor Services, LLC
Redtail Technology, Inc.
Total Rebalance Expert
Trade Warrior, Inc.
Your Silver Bullet
Learn more at www.TechnologyToolsForToday.com.
CONTACT: David J. Drucker, MBA, CFP®
T3 Technology Tools for Today
Impact Communications, Inc.
This press release was issued through eReleases® Press Release Distribution.
For more information, visit http://www.ereleases.com.
SOURCE T3 Technology Tools for Today
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