Financial Advisors: Be honest now. Is your firm growing or just surviving? That's why this year's T3 theme is The Organic Growth Imperative. Organic growth - not just M&A - is imperative if you want to thrive and capture the attention of next-generation clients. Get the insights and tools you need at #T32025 in Dallas March 3-6, 2025. ⭐ Early Bird Rates in effect now! Registration link in the comments below.
T3 Technology Tools for Today
Financial Services
Miami, FL 2,906 followers
The latest news plus in-depth reporting on financial services technology, plus special industry conferences
About us
Today's successful financial advisory firms have a big challenge: serving their clients well while keeping up-to-date with the newest and best technology and practice management tools. The financial services firms that support the financial advisors have similar challenges in that advisors are sometimes relying on the larger firm to provide the insights, support and solutions they need -- especially when it comes to technology and delivering high-quality services in a digital world. Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is proud to provide a newsletter (now renamed the T3 Tech Hub and reincarnated in digital form as an online destination for information, insights and news about technology in the financial services industry) as well as annual conferences and other special by-invitation-only events to help the professionals who serve investors and the general public meet the new challenges and benefit from an array of opportunities. Bruckenstein also provides technology and practice management consulting for financial service firms. He is a sought after conference speaker, writer and industry thought leader. His topic is always technology and practice management. Follow this page for news and announcements. Visit http://www.technologytoolsfortoday.com to learn more.
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http://www.technologytoolsfortoday.com
External link for T3 Technology Tools for Today
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
- Specialties
- Technology for Financial Advisors, Practice Management for Financial Advisors, Technology for Financial Services Firms, and Insights for current an emerging eAdvisors
Locations
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Primary
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Miami, FL 33027, US
Employees at T3 Technology Tools for Today
Updates
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NAPFA Members: Did you miss Joel Bruckenstein at the fall conference in Nashville last week? He was passing out packets of herb and flower seeds with a special discount code for you to use at the 2025 T3 Conference, March 3-6, 2025, in downtown Dallas. Capture the Early Bird rate AND save an additional $200 with this code: T32025NAPFA Learn more at the link in the comments below. Don’t miss The Organic Growth Imperative! NAPFA - National Association of Personal Financial Advisors #growORdie #FiduciaryAdvice
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Financial Advisors: Avoid the Horror, Find the Right Tech for Your Firm Use this discount code to save $200 off the Early Bird pricing in effect now. Attend the 2025 T3 Technology Tools for Today Conference #T32025 in downtown Dallas March 3-6. Halloween code is good until 11:59pm ET Oct. 31. Only applicable for financial advisors and their staff members and/or financial services executives - no other registration categories may use this code. Save big on your financial advisory firm tickets to the must-attend technology conference for the financial services industry! Register now before the Early Bird rate and Halloween special expire: https://t3conferences.com/
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Where: NAPFA Fall Conference in Nashville this week Location at venue: Broadway Ballroom B When: Saturday morning, Nov 2nd 8:30 - session 1 OR 9:45 - session 2 Why: Don’t miss this opportunity to shape an innovative tool designed to benefit advisors and their clients.
NAPFA members: Joel Bruckenstein is in partnership with Bob Curtis of GetWyz unveiling a breakthrough software solution that tackles three key challenges: • Organic growth • Retaining the next generation • Attracting new clients Join them at the NAPFA - National Association of Personal Financial Advisors Fall Conference in Nashville on Nov 2nd for an exclusive preview during two focus group sessions. Where: Broadway Ballroom B When: Saturday morning, Nov 2nd 8:30 - session 1 OR 9:45 - session 2 Don’t miss this opportunity to shape an innovative tool designed to benefit advisors and their clients. Learn more here:
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🙌🏼 Preach, Abby, preach! 👏🏻 Abby S. of RFG Advisory drives home this timely and 🕙 super important point for #financialadvidors - organic growth is imperative. But how? 🤔 💡Join us at the #T32025 conference March 3-6, 2025 in Dallas. 🐣 Early bird rates in effect now 🐣 Nitrogen will definitely be there as well as over 100 other 🔥 tech and AI vendors who can help you 🛟 really embrace Abby’s advice👇🏼
Champion for Financial Advisors| Evolving FinTech thru Passionate, Authentic Leadership| Mom of 3
Organic Growth. What does it mean? Here is how we define it at RFG Advisory : 💰new client assets in the door 💰 increase in assets from existing clients (SOW) ⬇️ minus market appreciation Our Advisors are growing at 10x’s the industry average of 2-3%. Here is why and how! Honored to have shared the main stage at Nitrogen #FII and share the stage with legendary industry professionals. Craig Iskowitz Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Andrew (Drew) Seelig Kristy Puckett "KP" Terry Bobo, ChFC® Julia Gigis Bill Christie, CIMA® Lorena Predescu Brendan Frazier
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NAPFA members: Joel Bruckenstein is in partnership with Bob Curtis of GetWyz unveiling a breakthrough software solution that tackles three key challenges: • Organic growth • Retaining the next generation • Attracting new clients Join them at the NAPFA - National Association of Personal Financial Advisors Fall Conference in Nashville on Nov 2nd for an exclusive preview during two focus group sessions. Where: Broadway Ballroom B When: Saturday morning, Nov 2nd 8:30 - session 1 OR 9:45 - session 2 Don’t miss this opportunity to shape an innovative tool designed to benefit advisors and their clients. Learn more here:
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SEC Examination Priorities for 2025: https://lnkd.in/eQqJRzzg Note: If advisers integrate artificial intelligence (AI) into advisory operations, including portfolio management, trading, marketing, and compliance, an examination may look in-depth at compliance policies and procedures as well as disclosures to investors related to these areas. Also: With respect to third-party products and services in particular, the Division will continue to consider cybersecurity risks and resiliency goals associated with third-party products, sub-contractors, services, and any information technology (IT) resources used by the business without the IT department’s approval, knowledge or oversight, or non-supported infrastructure. The focus will include assessments of how registrants identify and address these risks to essential business operations.
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Great ideas. This is something the financial industry should advocate for https://lnkd.in/e4umGcYN
It’s Time to Bring 401(k)s Into the 21st Century
wsj.com
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T3’s president, Joel Bruckenstein, weighs in on AI and wealthtech while at the Financial Planning #AdviseAI event in Vegas yesterday. #OrganicGrowth #FutureProof
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