Joel Bruckenstein and a select group of industry thought leaders will gather February 14-17, 2017 at the Hyatt Regency in Orange County, California, to dialog about seismic challenges and opportunities within the financial services industry. This annual gathering is specifically designed for financial advisory firms (both the staff and the principals) interested in learning about the latest and greatest tech-ops solutions for their firms. The thirteenth annual T3 Technology Conference for financial advisors will offer a robust agenda and slate of impressive speakers.
There is still time to register and attend but time is of the essence as this exceptional event may sell out soon. To save $100 off the advisory firm or broker/dealer attendee category registration, please use this special code available only to Equities.com readers: EQT3100
Beginning at noon, early arrivals will have the chance to do demos and get personalized trouble-shooting and advice from some of the top tech providers in attendance. T3’s version of the Apple Genius Bar, the Tech Labs allow for hands-on experience and 1:1 interaction.Tuesday, Feb. 14th
Two pre-conference workshops will be offered later in the afternoon. T3’s Joel Bruckenstein and InvestmentNews’ Mark Bruno will reveal the latest IN Tech Survey results. Then, tech-ops consultant Jen Goldman, CFP®, will lead a workshop on creating a technology roadmap.
New this year, T3’s version of a “job fair” where advisors can interact with Financial Planning Students who aspire to become CFPs or financial services firm staff members.
Small, informal dinner groups are forming via the T3 Conference App and corresponding discussion board.
Wednesday, Feb. 15th
A full day of sessions with opening comments by Joel Bruckenstein begins at 8:00 am. Speakers include: Barron’s Top Advisor Ron Carson, Doug Besso of Hightower Advisors, Brian Lietner of Mariner Wealth, David Blisk of Spire Investment Partners, Aaron Klein of Riskalyze, George Fischer of Advicent, Kevin Knull of MoneyGuidePro, Jessica Liberi of eMoney, Tom McCarthy of Fidelity, Sirisha Gorjala of Morningstar, Rich Cancro of AdvisorEngine, Kendrick Wakeman of FinMason, Dave Welling of Black Diamond by SS&C Advent, and Linda Ding of Laserfiche.
Advisors attending may sign up for 1:1 Quick Coaching Sessions with Tech-Ops Consultant Jen Goldman and/or stop by the Advisor Video Station to visit with practice management coach Andy Millard about how set up an in-office video studio and create good videos on their own. Presenters will have the opportunity to film a short video segment for the AssetTV FinTech channel.
The opening night cocktail reception will begin at 5:15 pm in the Exhibit Hall and will feature a Retro Game Room compliments of AdvisorEngine. An after-party with an 80’s DJ, food and drinks will start at 7:30 compliments of RobustWealth.
Thursday, Feb. 16th
A second full day of sessions begins at 8:15 am. Speakers include: Bob Veres of Inside Information, Brian Hamburger of MarketCounsel, Ian Sheridan of Vestigo Ventures, Andy Putterman of 1812 Park LLC, Stephanie Macon of TD Ameritrade, Rick Frisbee of RobustWealth, Adam Moseley of Schwab Institutional, Simon Roy of Jemstep, Robert DeFrancis of Junxure, Ed Dressel of Trust Builders, Justin Kapahi of External IT, Mark Friedenthal of Tolerisk, Eric Clarke of Orion Advisors, Jason Gordo of United Capital, Emilia D’Anzica of WalkMe, Tracey Metzger of RBC Royal Bank, Magdalena Ramada of Willis Towers Watson, Steven Ryder of True North Networks, Sid Yenamandra of Entreda, Vilas Naralakattu of Pinnacle Advisory, Ted Buchan of Ted Buchan & Company, and Richard Adair of FutureVault. Numerous other “Flash Session” speakers will round out the afternoon agenda.
The afternoon refreshment break will include a craft beer tasting compliments of AdvisorEngine and FinMason. The Advisor Video Station and Speaker Video Station will remain open. The closing night party will be held offsite at Hangar 21. Appropriately named the FinTech Air Affair, this casual indoor/outdoor event will feature helicopter rides, a DJ, open bar, delectable food, and casual conversation. Advicent, LaserApp, Morningstar, Redtail Technology, Riskalyze, and Black Diamond by SS&C Advent are sponsoring the closing night party.
Friday, Feb. 17th
Educational sessions in the form of Flash Sessions – nine-minute tech talks by sponsoring companies too – will run until noon. A CFP Board Ethics Session will be offered from noon – 2:00. While some attendees may leave for airport, others will stay and enjoy Disneyland with their families.
A more detailed agenda for the T3 Advisor Conference is available here.
Purpose of the Event
Designed to bring together financial advisory firms and the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the leading practice management and technology conference for independent and hybrid financial advisors. It is the place to learn about and do research on the best marketing, productivity and workflow solutions available. Produced by Joel Bruckenstein and friends on an annual basis, advisors and their staff will emerge with timely information and insights on how to build a more efficient and profitable business.
Michael Kitces, publisher of Nerd’s Eye View, has placed the T3 Advisor Conference on his list of best conferences for financial professionals to attend, year over year.
Bob Veres, publisher of Inside Information, says T3 is “by far the best tech conference in the financial services space, sort of our equivalent to the Consumer Electronics Show. The exhibit hall gives you a look at just about everything that’s available, tech-wise, in our space, and the sessions give you various perspectives on what the various products can do.” His advice for attending the T3 Advisor Conference this year? “I generally say that the ideal attendance team is the company principal/founder plus a key operations person, who will do a lot of the tire-kicking and watching demos in the exhibit hall while the founder compares notes with other tech-savvy advisors.”
Information for Prospective Sponsors
Please note that the exhibit hall has sold out. Would-be sponsors may ask to be put on a waiting list. They are encouraged to sign up now for next year’s T3 Advisor conference (to be held February 2018) or the T3 Enterprise conference (slated for November 2017). Information is available on the T3 website.
Registration and Media Opportunities
Journalists may contact Teresa Law at 800-974-7753 or [email protected] to request a press pass.
To view the full agenda and register for the event visit the T3 website.
For breaking news, track / use the official Twitter hashtag #T32017. Join the @T3TechHub Community on Twitter or “like” the T3 Facebook page for other updates. Subscribe for free to the T3 Newsletter here.