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Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps

In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

Author Guest Columnist Timothy D. Welsh November 7, 2013 at 7:02 PM
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Justin Wisz (r.): There is an incredible opportunity for advisors to use digital channels to generate leads for their businesses.






November 7, 2013 — 6:52 PM

I hope it was truly an improvement over the regular T3 which was horrible. The financial press always praised T3 but as anyone who attended T3 knows, it is a waste of time and money. The financial press should approach the conference with the same skepticism as Joel approaches his technology reviews so the readers and potential vendors and attendees can make an informed decision. What happened to journalism. I assume they are afraid they won’t be invited back if they tell the truth. We attended T3 as a vendor based on the glowing reviews in the financial publications. In reality, T3 was simply a bunch of vendors standing around looking at each other with very few attendees. We attended only because we felt like we had to be there and heard the same disappointment from other vendors. It was a huge waste of resources. We stopped going to T3 and were much happier at the Laser App conference which was very well run and much less expensive. I can only hope that Joel’s attempt to compete with Laser App’s conference doesn’t dilute its purpose. Vendors and attendees could be much more effective if there was one large tech conference. Let’s just hope it is run by Laser App.

Brooke Southall

Brooke Southall

November 7, 2013 — 7:21 PM


Thank you for writing your thoughts in a fairly sober fashion.

I make a living as a devil’s advocate so…

Consider that one advantage that our writer had over you in commenting on this conference was that he attended it. Also, he put his name on what he wrote. It doesn’t seem to make sense to stand around at a conference when so many other vendors and potential customers are there. I know not all conferences are created equal. To a certain extent conferences are what you make of them. Joel seems to do a pretty good job of getting everyone in one spot and that seems like the hard part.


Justin Wisz

Justin Wisz

November 7, 2013 — 8:06 PM

As a sponsor at this particular event, I will agree with Brooke. A conference, like most everything else, is what you make of it. Even if one was just to “stand around,” the high caliber of the attendees and vendors that Joel is able to bring together would still pay dividends – especially if your product/service warrants it. Vestorly will be back next year.


Marie Swift

Marie Swift

November 8, 2013 — 1:21 AM

Nicely written, Tim. And overall accurate from my perspective as someone who attended the event (I was there to support several of my firm’s clients and to tweet/blog for the conference organizers). Interesting stuff presented. Great conversations. A top notch gathering.

George Francis Guidotti

George Francis Guidotti

November 8, 2013 — 4:16 PM

I’m George Guidotti from Grendel Online and agree with “disappointed”. Show me the value added and I’ll sponsor the event like I did the first five years (T3 for advisors, not enterprise). What I’ve found at these conferences are integration partners which is good when you start your company, but not when you have the right ones in place. I have a ton of respect for Joel, we all do.

But why invest in a losing investment. No ROI. I sponsored laser app a month earlier and ROI is already in the bank.

Feel free to call me. 888-824-4477.I’m traveling from a conference today (Alliance of Cambridge Advisors) so I won’t be around today, buy I’m available next week if anyone wants to chat.



November 8, 2013 — 5:22 PM

I was simply commenting on my disappointment with the previous T3 conferences (which I did attend). Glad to hear some found the new T3 better. The conferences need to be consolidated and improved to be more efficient for everyone involved, vendors and attendees alike.

George Guidotti

George Guidotti

November 9, 2013 — 3:46 AM

I must add that the success of the Laser App Anywhere conference revolved around the excitement generated by the harbor casino (open bar) cruise sponsored by Redtail. Hat’s off to Brain McLaughlin for that one! The Beggs’ know how to throw a party, which is exactly what this industry needs. You connect with prospects when having fun. And Jon Beggs is the man! What a party. I can’t wait to go back.

Joel Bruckenstein

Joel Bruckenstein

November 13, 2013 — 12:08 AM

Let’s see…we have one person who won’t give his name criticizing a new conference that he failed to attend but felt free to criticize, yet that person questions the integrity of the journalist?
Then you have a vendor who criticizes the same new conference which he failed to attend. I wonder how George would feel if Brooke wrote a review of his software without ever looking at it?

I think the folks at T3 enterprise are open to constructive criticism, we’d just prefer that it come from people who attended the event and who have a clue.



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