Tag Archives: T3

T3 Begins Thursday; Follow the Conference Twitter Backchannel

Posted on February 15, 2011 by in General

The second large industry conference of the year for independent financial advisers kicks off this Thursday.

The Technology Tools for Today (T3) Conference, a joint effort by T3: The Newsletter producers David J. Drucker and Joel P. Bruckenstein, begins with pre-conference sessions by many leading technology vendors and service providers.

Pre-conference sessions include presentations by Junxure, Laserfiche, Tamarac, MoneyGuidePro, and Smarsh to name a few.

Presentations

I’ll be there presenting two sessions. First, I’ll be a panelist in Friday’s session titled iPad: How Advisors Are Using it Productively along with Sandra E. Goodstein of Goodstein and Associates, LLC, and Russell Dunkin of McKinley Carter Wealth Services. Diane MacPhee, CFP®, Business Coach and owner of DMAC Consulting Services, LLC will moderate the panel.

Second, I’m teaming up with Jo Day of Trumpet, Inc to present Transformative Technology You Can Implement Now on Saturday. We have assembled a slide deck full of resources advisers can add to their practice to make clients and colleagues speak highly of their firm.

Visit the T3 Conference website for the full conference agenda.

Twitter Backchannel

Just as with TD AMERITRADE Institutional’s 2011 National Conference, attendees of T3 are encouraged to use social media to connect and communicate through the backchannel.

The primary Twitter account for T3 is @T3fan and the hashtag being used for conference-related tweets is #T32011.

[blackbirdpie url=”http://twitter.com/#!/t3fan/status/19631983814508545″]

Ramping Up for the 2011 T3 Conference

Posted on January 18, 2011 by in Practice Management

My speaking engagements for 2011 are quickly approaching with the first event being the  2011 Technology Tools for Today, or T3 Conference produced by Joel P. Bruckenstein and David J. Drucker. See the other engagements I have confirmed on my Speaking page.

I’m involved in two sessions during the conference and I hope you’ll join me for both. First I’ll be part of a panel discussion addressing how financial advisers are using the Apple iPad in their practices.

iPad Panel

Diane MacPhee, CFP®, Business Coach and owner of DMAC Consulting Services, LLC will moderate the panel. I’ll share in the discussion with Sandra E. Goodstein of Goodstein and Associates, LLC, and Russell Dunkin of McKinley Carter Wealth Services.

If you’re on the fence about buying an iPad to use in your practice, or you want to know if you should wait until “iPad 2” comes out, you need to attend this session.

Transformative Technology

My second presentation is a joint effort with Jo Day of Trumpet, Inc. The two of us plan to deliver a resource-rich session on transformative technologies you can add to your practice and how doing so will make clients and colleagues speak highly of you and your firm.

If you haven’t done so already, register today so you do not miss out on this opportunity to learn how new technology can help you streamline your  business and provide excellent service to your clients.

And one last housekeeping item: The “official” unofficial Twitter hashtag for the 2011 T3 Conference is #T32011. See you on the back channel!

Tweets and Blogs from T3 (Tech Tools for Today Conference)

Posted on February 26, 2009 by in Practice Management

The Technology Tools for Today Conference (T3) kicks off today at the Dallas InterContinental Hotel in Addison, TX.  Due to scheduling conflicts, I’m not able to attend, but I will be able to stay on top of the action at the conference through blogs and people I follow on Twitter.

Here are some useful links to keep up to date on T3 events.

Blogs

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