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Subscriber Information

Below you will find the following information:

How to access our publishers
Subscriber Guidelines
Subscriber Changes: How to update your email address or credit card Information
Our back issue policy
Newsletter and Resource List Delivery
How to cancel a subscription

Access to the Publishers:

Quick questions to both Dave and Joel can be emailed to our administrator, Sherry Carnahan, who will direct the question to the proper party.

For direct consulting engagements contact Joel Bruckenstein via his website www.JoelBruckenstein.com which has his terms on it.

To learn more about bringing Dave Drucker to your organization as a speaker and/or review his other offerings, please visit www.DavidDrucker.com.

Subscriber Guidelines:

To learn more about your subscription and our polices, please download our Subscriber Guidelines.

Subscriber Changes:

To change your email address or credit card information (for those in our auto-renewal system) please download and complete the Change Form.

Our Back Issue Policy:

It is our policy not to resend issues where subscribers have lost, misplaced or not downloaded their monthly issues. This is due to the administrative costs involved and the number of subscribers who continually lose or don't download their issues. If you ever need copies of your back issues, they may be purchased from our Subscriptions page.

Newsletter Delivery:

Each month we will inform you when a new issue is available by emailing you the URL of the current issue by the 8th of every month. If you have not received your issue by the 9th of the month, please notify us immediately, or within 90 days of your first missing issue so that we help you solve any problems.

Resource List:

An additional benefit to our subscribers is our Virtual Resources List. The link to the Resource list will be delivered in the monthly email along with a new password to open the documents.

Subscription Cancellations:

To cancel your monthly or annual recurring subscription please follow the instructions below:

Please allow five (5) full business days for the processing of cancellation requests. This means that if your subscription is coming up for renewal, you should submit your request no less than 6 full business days PRIOR to your renewal date to allow time for processing. Cancellations received on or after your renewal date, will be applied to your next renewal due date. No credit or refund will be given on late cancellations.
Your subscription is NOT CANCELLED UNTIL YOU HAVE RECEIVED AN EMAIL CONFIRMATION REPLY FROM US. If you do not receive your confirmation after six full business days of submitting your cancellation form, this means we may not have received your cancellation and you need to contact us or resubmit the form.

Download Cancellation Form.

Free Sample Issue

"By requesting a Free Issue, you are allowing T3 to place you on our emailing list for special offers, news and updates concerning T3 products and events. Once we receive your request, a link to your free issue will be emailed to you. Thank you."

Click here to request your free sample issue.

Purchase Newsletter

New Individual Subscribers

New Corporate Subscriptions

Renewing Subscribers

Discount Eligibility

Virtual Products

Purchase Back Issues

Prefer not to order online? Download our Back Issue order form in PDF. Print it out, make your selections then fax it to us.

Looking for information on a particular topic? Each year, we create a Back Issue Index that shows all the past articles. If you need or want to purchase a particular issue, either because you are not now a subscriber or you were not a subscriber at the time the issue came out, they're just $20 each.

1. Browse the Back Issue Indexes below to find the issues you wish to purchase:

2011 2010 2009 2008 2007 2006 2005 2004 2003

2. Click below to visit our Shopping Cart to purchase what you need.

2011 2010 2009 2008 2007 2006 2005 2004 2003

Back Issue Policy:

Subscriber Forum

Description

T3: The Newsletter provides an online forum for SUBSCRIBERS ONLY. When you subscribe, you will receive information on how to participate in T3 Forum discussions.

Already a subscriber? Access our Subscriber Forum.

If you are NOT a subscriber of our monthly e-newsletters, please visit our Purchase/Pricing page and sign up now.

Testimonials

Read what our subscribers are saying

"My business would not be possible if it were not for your newsletter. The virtual web-based office I've designed with input from your book and monthly articles has enabled me to build a viable practice. Thank You for making this possible."

P.J. Carroll
Efficient Wealth Management
The Woodlands, TX

"I'm a small one person independent RIA not affiliated with a broker dealer. Cost is important to me but so is time and efficiency. I love your newsletter!"

Francine Duke
Aqua Financial Planning, LLC

"I really enjoy your newsletter and appreciate the input re increasing profitability of our practice."

Sandra R. Porter
Minerva Planning Group, Inc.
Atlanta, GA

"Your columns are awesome!"

Joshua A Fennimore, RFC
Skippack, PA

"Over the weekend, I had the opportunity to read Vol 1, Issue 4 of the Virtual Office News, and found it a terrific newsletter."

Barry L. Kohler, J.D., CFP®, CLU
BDMP Wealth Management
Portland, ME

"What a great issue. The article by Sherry Carnahan is by far the most interesting and useful I've seen in your publication or any other that discusses the realities of outsourcing."

Ben Utley
Utley Financial Planning, Inc.
Eugene, OR

"I very much appreciate your approach to creating a 'Virtual Office' that I have learned about from your book, newsletter, and talks (most recently, the San Francisco FPA Conference)."

Steven M. Berman
Mill Valley, CA

"David, I am a current subscriber and I wanted to thank you for the excellent newsletter you and Joel put out. I love the Price Alerts email I get. That was a great idea."

Mike Lightfield
Investment Advisor

"I subscribed to your newsletter and love it. I'm looking forward to future issues."

Janet Tyler Johnson, CFP
Vice President of Financial Services
Clifton Gunderson Financial Services
Madison, WI

"Guys... I like your new questions and answers column. Keep up the great work!"

John H. LeBlanc, CFP
Back Bay Financial Group, Inc
Boston, MA

“This months Virtual Office is a goldmine of information and helpful hints! Thanks.”

Joel Ticknor, CFP, LIC
Ticknor Financial, Inc.

Troubleshooting

Trouble Receiving Newsletter?

All newsletters are emailed by the 8th of every month. If you have not received your newsletter by this date, it's probably due to ISP filtering. ISP's upgrade their email filters throughout the year without notifying you.

Please be sure that your email is setup to receive our newsletter by downloading and following our T3 Email Setup document.

Please follow the steps below to help solve this problem:

Follow our T3 Email Setup. This document will give our various email addresses and URLs that you need to place on your ISP's allowed list, spam filters and any anti-virus programs that filter your email, so our communications to you are not blocked.
Be sure that we have an email address that is a "Direct link" no forwards to an alternate email address.
Our listserv DOES NOT respond to Spam confirmations. If the email address you have give us requires us to respond to your Spam filter, we will not receive this.
Auto-responders - These can cause our emails to "bounced back" and/or be blocked from your ISP. If you have an email that you do not have an auto-responder on, it is better to give us this email address to use.
If you are still having trouble, we may have an incorrect or outdated email address for you. Please go to our Contact Us page and submit a request for help.

For addtional information please download our troubleshooting pdf: "Troubleshooting E-mail Filters".

Note: You must have Adobe Reader installed on your computer to download and read this document. A free copy of Adobe reader can be downloaded at www.adobe.com.