2000
David Drucker and Joel Bruckenstein begin talking about writing a book for financial advisors on using technology to be more efficient.
2002
Drucker’s and Bruckenstein’s book, Virtual Office Tools for the High Margin Practice, is published by John Wiley & Sons. Virtual Office News, a PDF newsletter launched to supplement the book and ongoing learnings.
2004
150 advisors and supporting firms attend the first conference held in Fort Lauderdale, FL. The focus of conversations was paperless office, scanning technology, software and compliance.
150 Advisors & Firms
600 Advisors & Execs
2007
600 advisors and executives from supporting firms attend the financial services industry’s biggest and most robust annual advisor tech conference, with the majority of conversation focused on the future of the financial planning profession.
2014
Drucker and Bruckenstein honored by InvestmentNews, hailed as IA25. Enterprise conference added to provide specialized knowledge for custodians, banks, insurance companies and broker/dealers. Integrations become the focus of most conversations.
2015
David Drucker retires. Joel Bruckenstein continues on, building the T3 legacy. Focus starts to shift to cyber security concerns.
2021
COVID health concerns prevent normal conference participation, so T3 pivots to an all-digital strategy.
2022
The annual T3 Conference for Advisors returns! Held in Denton, Texas, with record attendance, showing that the financial services community was eager for the in-person T3 conference to return. A special track for enterprise participants is offered alongside the traditional advisor track. Digital innovation takes center stage.
2024
T3 celebrates its 20th anniversary by booking premium meeting space within the Cosmopolitan Resort & Hotel in Las Vegas. Theme is the past, present and future of the financial services industry, and how emerging technologies and AI/ML will change the landscape.
20th Anniversary
