T3 Technology Tools For Today

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 to learn more.