2023 T3 Conference

The T3 Conference is a practice management and technology conference for independent and hybrid financial advisors. Produced by Joel Bruckenstein and friends on an annual basis, the event gives advisors timely information on how to build a more efficient and profitable business.

Keynote Speakers

Stacy Havener

Havener Capital Partners LLC

Pietro La Greco

Author and Software Sales Specialist

Marco Di Maggio

Ogunlesi Professor of Business Administration in the Finance Unit of Harvard Business School 


Tom Bradley

Managing Director for Schwab Advisor Services

Dan Moisand

Principal and Financial Advisor at Moisand, Fitzgerald, Tamayo

Mark Hurley

Founder of Undiscovered Managers


Featured Speakers