T3 Technology Conference to Provide Practical Wisdom, Expert Advice
Session Topics will Address Real-Life Productivity Issues
David Drucker and Joel Bruckenstein, two of the financial planning industry’s best known leading lights and producers of the 6th Annual “T3” Technology Tools for Today™ Conference, today announced details of conference breakout sessions to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011.
“We are introducing several new and exciting sessions that reflect changes in the marketplace,” said David Drucker. “They will provide participants with guidance and advice for utilizing the latest products and services available. For example, the iPad was an instant hit for entertainment purposes, but it can also be used just as effectively in business. Advisors who are using it productively will share their insights and experiences about how this tool has transformed client meetings and presentations.”
“Virtual Work Partners: Outsourcing Done Successfully” will offer practical information about this modern solution for administrative support. Jennifer Goldman with MyVirtualCOO, Stephanie Platt with Financial Services Outsourcing Solutions Inc., and Jessica Riner with Consider it Done! will teach participants about virtual assistants: what they do, best practices for working with them and how they can be used to reduce onsite administrative employee costs.
Oren Chaplin of Norris, McLaughlin & Marcus, P.A. will lead a session on “Practical and Legal Issues Surrounding Technology Service Providers,” in which he will discuss some of the legal issues that advisors face when using technology service providers. It will be different from the standard compliance discussion in that he will address real issues that advisors face in their relationships with technology service providers such as ownership of information, protecting against third party claims of infringement and indemnification.
Another session, “Workflow and Process: How to Identify and Incorporate It Into Your CRM,” will be a discussion with Ken Golding of Junxure and Deborah Fox of Fox College Funding. “Advisors are hearing more and more that they need to use a robust CRM,” Bruckenstein said. “This session will help them assess different ones in the marketplace so that they can choose the right one for them.”
In addition to 25 or more breakout sessions, general sessions include presentations by TD AMERITRADE Institutional, Laserfiche and Asset Dedication. For conference registration, sponsorship application and additional details, visit T3’s newly revamped website, www.TechnologyToolsForToday.com.
Standard price of $ 375.00 starts on 12/16/2010 and ends on 2/15/2011 at 11:59 p.m. Late/Onsite price of $ 400.00 starts on 2/16/2011 at 12:00 a.m.
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