T3 Technology Conference Slated for February 2011: David Drucker and Joel Bruckenstein Open Registration, Announce Preliminary Agenda

    LEAWOOD, KS, September 16, 2010 /24-7PressRelease/ -- The sixth annual T3 Technology Tools for Today Conference will be held at the Grand Hyatt Bonaventure Hotel in Weston, FL (Fort Lauderdale) February 16-19th, 2011. Conference producers, industry influentials David Drucker and Joel Bruckenstein, have opened registration and announced the preliminary agenda.

"As we approach the 2011 conference, we are getting very excited about what we'll all be able to learn in the exhibit hall and conference sessions," said Dave Drucker, co-producer of the conference. "This is our sixth T3 Conference and I have to say the speakers and session topics just keep getting better and better. In addition, the hallway conversations with industry thought leaders and hundreds of accomplished financial advisor peers are always a high point."

"This is an important year for financial advisors to attend," said conference co-producer Joel Bruckenstein. "Hardware and software is changing as we speak, and so many solutions are moving to the clouds. We're in a new market cycle and advisors who want to optimize their businesses must stay abreast of the latest and greatest. There are new collaborative tools out there - and many new technologies that are in the experimental stage. We'll be talking about the many exciting options available to advisors and how to apply those tools to build a more efficient and profitable practice."

Agenda highlights according to Drucker and Bruckenstein include:

- Morningstar, a perennial favorite, has unveiled a new newsletter building solution, details and demo available at their booth
- ePostal, a new exhibitor this year, will demo their secure encrypted email service
- Big Brain Works will demo Grendel, their flagship application (modules include CRM, compliant paperless office, account aggregation, client access, practice management tools, and more)
- Custodial technologies will be in the foreground - Project C from Schwab, Wealth Cen-tral from Fidelity, Portfolio Director from Scottrade, and Pershing's additions to their platform, etc.
- FinFolio has rolled out a new portfolio management application - its been in development a couple years now but they are just now starting to talk about it
- Trade PMR, a company that provides brokerage and custody services for registered in-vestment advisors, has some interesting things to say
- Virtual Resources, a company that builds "private clouds" for advisory firms and a new exhibitor this year, will be talking about how they can take an advisor completely online so that the advisor can compute remotely from any location

"There's a new revolution taking place," Bruckenstein said. "It affects the way advisors provision technology for their firms. It should affect the whole way they envision and build their office. This is the only national industry conference focused solely on financial advisory firms and technology. It's a great use of time and money, and perfectly compliments all the trends and new solutions we cover in our monthly T3 Newsletter."

"We're also happy to roll out our new, improved website," Drucker said. "Visitors will find a new look with a more intuitive interface, including information about both the T3 Conference and the T3 Newsletter."

For conference registration, sponsorship application and additional details, visit T3's newly re-vamped website, www.TechnologyToolsForToday.com. Follow the T3 Community at www.Twitter.com/t3fan. Watch a series of short videos from the T3 Conference and read other important information at www.T3Conference.blogspot.com.

Media Partner:
Financial Planning magazine

Platinum Plus Sponsors:
TD Ameritrade Institutional
Laserfische

Platinum Sponsors:
CEO Image Systems / Fujitsu
Morningstar

Portfolio Director / Scottrade
Advisor Services

Gold and Silver Sponsors:

ActiFi, Inc.
Advisor Websites
Advisors Assistant
Albridge / Pershing Advisor Solutions
Arcons Technology, Inc.
AssetBook, Inc.
B-Ready Outsourcing Solutions
Big Brain Works
BOSS - Back Office Support Service Inc.
ByAllAccounts
Charles Schwab
eAllocator
EISI
ePostal Services, Inc.
Finance Logix
IPS AdvisorPro
iRebal
Junxure
MarketingLibrary.net, Inc.
Mobile Assistant
MoneyGuidePro
NetDocuments
Nine Mile Software/TradeWarrior
Orion Advisor Services
ProTracker Software, Inc.
Redtail Technology.com
Spectrum Input (PreciseFP)
Tamarac, Inc.
Total Rebalance Expert
TradePMR, Inc.
Trust Company of America
Virtual Resources, LLC
Virtual Solutions Consortium

About the T3 and the Technology Tools for Today Brand

David J. Drucker, MBA, CFP

Under the banner of "Drucker Knowledge Systems," David J. Drucker, MBA, CFP provides the benefit of his more than 25 years of experience and research to other members of the financial services industry.

He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries (The Financial Advisor Literary Guild, 2005), Tools & Techniques of Practice Management (The National Underwriter Company, 2004) and Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also editor of T3: The Newsletter.

Drucker writes on technology and practice management issues for financial advisors as a columnist or contributor to Financial Advisor and Financial Planning magazines. He recently resigned from monthly columnist duties for www.MorningstarAdvisor.com so that he could spend more time writing white papers, editing the T3 Newsletter and producing the T3 Conference.

Joel P. Bruckenstein, CFP, CMFC

Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP, is the Publisher of T3: The Newsletter. He frequently contributes articles to other financial planning publications including Financial Advisor Magazine and Financial Planning Magazine. For many years, he was the Senior Technology Editor at www.MorningstarAdvisor.com.

Virtual Office Tools for a High-Margin Practice, Bruckenstein's practice management and technology book co-authored with David Drucker, has garnered universal praise from industry experts. The duo's second book, Tools and Techniques of Practice Management which was published by National Underwriter Company in 2004, has also received good reviews.

Bruckenstein's expert opinions have appeared in The Wall Street Journal, The New York Times, Business Week, The Baltimore Sun, The Washington Post Investment Advisor Magazine, In-vestment News, Gannett Newspapers, and the New York Daily News, Kiplinger's Retirement Report, the Journal of Financial Planning and other publications.

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