Conquer Market Woes with Technology

This year's Technology Tools for Today (“T3”) Conference, put on by Virtual Office News in February, offered advisors guidance on how to use technology to deal with the economic crisis.

Since I attended the conference, I decided to write about it and share the high points. Here's my first article, published by Financial Advisor magazine on March 12, 2009:

http://www.fa-mag.com/online-extras/3952-conquering-your-market-woes-with-technolog.html

You can watch Video Interviews and glean other great information at www.t3Conference.blogspot.com.

David Drucker on Trends in the Financial Services Industry

David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry. He spoke with me recently about important changes in the industry. Our discussion touches on practice management, the role of broker-dealers and the future of RIAs .

If you are interested in learning more about best practices and the use of technology in a financial advisory business, join me at the fourth annual T3 Technology Tools for Today conference in Dallas, Texas Feb. 26-28, 2009. Learn about the conference here: www.VirtualOfficeNews.com.

David Drucker and Marie Swift on Advisor Trends Listen to podcast now.