Podcast appearances and mentions of joel bruckenstein

If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening podcast series, recorded live at the bustling T3 Podcast Station. In this special three-part podcast, hosted by Derrick Kinney of Success for Advisors and guest host Jonny Swift of Impact Communications, listeners are treated to front-row access to the conversations that matter most in wealthtech today. From major fintech rollouts to forward-thinking advisor strategies, the series showcases interviews with some of the #T32025 attendees, including: [0:58 - 10:18] Joel Bruckenstein of T3 Technology Tools for Today [10:19 - 19:28] Amy DeTolla of Aureus Advantage [19:29 - 26:45] Patrick Shaddow of Syntax Data [26:26 - 34:12] Brian Edelman of FCI [34:13 - 40:52] Ron Keusch of Investall Group [40:53 - 46:06] Gerry Michael of Smartleaf [46:07 - 53:55] Adam Scully-Power of Nebo Wealth [53:56 - 01:03:05] Robert Levitt of Levitt Capital Management Stay tuned for Part 2 with even more great conversations!

The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their … Read More Read More

Joel Bruckenstein, CFP®, is globally recognized in the field of applied technology for financial professionals. He is the publisher of the T3 Tech Hub and the producer of the Technology Tools for Today Advisor Conference. Joel talks about the ways technology has changed financial service, what tools you should stop using, and how you can use fintech to complement your guidance.Go to Joel Bruckenstein's websiteReceive $200 off your registration for the 2024 T3 Conference using discount code ALLIANZ200. (1)Go to T3 Conference registration...(1) Registered representative participation in this event is subject to your broker/dealer's approval.Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website is being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.

Jason talks to Joel Bruckenstein known as the "godfather of advisor technology" in the US. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. The episode focuses on Joel's journey and how technology for financial advisors has evolved over time.Episode Highlights 01:26: Joel shares that he spends a significant amount of time consulting, evaluating new products, and engaging with advisors.04:13: When Joel began his journey, the wire houses, and many independent broker-dealers (IBDs) predominantly used proprietary technology solutions. Independent advisors had limited options in terms of technology.09:41: The cost of financial products, such as mutual funds, was much higher 30 years ago, and ETFs were not yet available.11:56: Jason shares a common observation that many outsiders, including technologists and engineers, often believe that technology will replace advisors and reduce their numbers.17:14: Jason agrees with Joel's observations and highlights the proliferation of niche solutions that address specific planning issues, which has become more prevalent over the last decade.24:16: Joel highlights how smaller advisory firms may outsource their technology needs to specialized providers.29:27: Joel suggests that AI can be leveraged for more straightforward tasks, such as generating drafts for blog posts and even assisting with email replies for routine requests.34:52: People's satisfaction tends to be higher when they are not aware of alternative solutions or when they have limited exposure to different technology options.Discount Code and LinksDiscount code for advisors for $200 : Woodgate200Registration linkSponsorship prospectus link3 Key PointsJoel reflects on how the landscape of advisor technology has evolved since he first started in the field.Joel and Jason discuss the common complaint among advisors about margin compression and increased competition in the industry due to technological advancements.Joel highlights the growing importance of data and AI in the advisory industry. He explains that data is like digital gold and can be leveraged for various purposes, including AI-driven insights and analytics.Tweetable Quotes“It's essential to remember the technological context of the time when he started, as they were still in the era of DOS, with Windows emerging as a platform.” – Joel“Technology has completely transformed the way advisors do business, and he views these changes as positive. It has made advisors more efficient, allowing them to serve more clients and provide a better user experience for both their employees and clients.” – Joel“The financial advisory industry often takes longer to adopt technology due to its highly regulated nature.” – JoelResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – Sponsor Hosted on Acast. See acast.com/privacy for more information.

Episode Notes Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal at the Technology Tools for Today conference. She shares her impressions of her first T3, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry. The duo also discuss their love of skiing and snowboarding, and Johnson's cross-country RV trip and her new love of rollerblading. Guest bio: Jenny Johnson is president and chief executive officer of Franklin Resources, Inc. She is also a member of the company's board of directors. Ms. Johnson is responsible for developing the company's overall strategic direction, executing on its strategy and advancing Franklin Templeton's client-centric culture. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

Episode Notes Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups. Guest Bio: Joel Bruckenstein is publisher of the Tecnology Tools for Today conferences and the T3 Technology Hub.. He also hosts other technology summits in partnership with thought leaders in the financial services industry and his own invitation-only fintech summit. He is the co-author of three books and has more than 20 years of experience advising financial service firms of all sizes on how to improve technology, processes and workflows. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

Episode Notes T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall. As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests – whether they're just starting out or have more complex needs. Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming back to the T3 conference year after year. A few of the VIP guests even discuss some big announcements shared at the conference. Guests include: Bridget Grimes and Katie Burke of Equita Financial Network Robert Steinberg of Blue Chip Partners Christophe Gauthron of Kwanti Mike Lecours of fpPathfinder Ryan Marcus of MarketCounsel

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from: Joel Bruckenstein of T3 Technology Tools for Today Bob Veres of Inside Information John Mackowiak of Advyzon Brian Edelman of FCI Spenser Segal of ActiFI Nitin Seth of Incedo Mark Hurley of Digital Privacy & Protection John O'Connell of The Oasis Group Craig Iskowitz of Ezra Group Jason Stipp and Thomas Aviles of Morningstar Erin Goss of Blue Chip Partners

T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall.  

Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry. Stay tuned to hear about his journey and the evolution of financial technology. T3 Advisor Conference: March 13-16, 2023 Conference discount code: T3Z200 Register for Conference here: https://www.t3conferences.com/ Joel's LinkedIn: https://www.linkedin.com/in/joelbruckenstein/

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa.  Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, as well as what to expect at this year's exhibit hall. The two also discuss all the details around lodging and planning to maximize your T3 experience Learn more at: T3Confrences.com

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips are below. Guests in Order of Appearance: Joel Bruckenstein, Founder of T3 - Technology Tools for Today Craig Iskowitz, Founder and CEO of the Ezra Group, LLC ​Shannon Rosic, Director of WealthStack Content & Solutions at Informa Robert Steinberg, Founder and CEO of Blue Chip Partners, Inc. Jonathan Ainsley, Founder and CEO of InvestInU Martin Tarlie, Portfolio Manager and Research Analyst at GMO ​Eric Showalter, Founder and Principal at Arbor Private Wealth, LLC There are soooooo many great insights in this "recorded live at a conference" episode. Listen in! Link to video interviews here.

Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron's, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. In May of this year, In The Suite was given a front row seat and VIP access to the highly anticipated 2022 T3 Advisor Conference and Enterprise Day in Denton, Texas, May 3 – 5, where we joined Advisorpedia, InvestmentNews, ThreeCrowns Copywriting and Marketing, and Impact Communications covering all the action for the largest T3 ever in history – Thank you Joel Bruckenstein! In this amazing episode, recorded live at T3, you get to ride shotgun with me In The Suite, as we sit down with fintech leaders and mega giants like Eric Clarke and Daniel Crosby at Orion Advisor Services, making major news at T3 about Orion's use of Amazon Redshift and Behavioral Finance innovation known as Protect, Live, Dream. We also talk with Evan Rapoport at SMArtX Advisory Solutions about their groundbreaking $30 MILLION DOLLAR strategic investment by Morningstar.  And we sit down Kate Healy, now Managing Director of the CFP Board's Center for Financial Planning, to learn all about probono financial planning AND the Foundation for Financial Planning.  But wait, there's more. Mac Bartine, CEO of Smartria joins us to talk about enterprise compliance management.   Rich Cancro, CEO of AdvisorEngine to talk about customization, personalization, and the growth of CRM.  And you'll also get to hear from these forward-thinking leaders disrupting the status quo: John Mackowiak from AdvyzonPatrick Reed, YourStakeAkshay Singh, Indyfin Nitin Seth, Incedo And Henry Zelikovsky, Softlab360 We hope you enjoy this special T3 Compilation episode all about fintech In The Suite! 

In this special edition of Swift Chats recorded live at the 2022 T3 Technology Tools for Today Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The episode features: ​- Joel Bruckenstein, President of Technology Tools for Today - John Mackowiak, Chief Business Development Officer at Advyzon - Nitin Seth, CEO at Incedo, Inc. - Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions - Michelle Feinstein, General Manager/Vice President at Salesforce - Rich Cancro, CEO at AdvisorEngine - Robb Baldwin , President and CEO at TradePMR - Eric Clarke, CEO at Orion Advisor Solutions - Mary Carlson, Ph.D., CFP®, AFC®, President at Financial Behavior Keynote Group - Henry Zelikovsky, Chief Executive Officer at SoftLab 360 - Land Bridgers, Chief Executive Officer at Integrated Financial Group - Kelly Vick, Client Services Coordinator at Stone Wealth Management - Joe Saari, Founder and Head of Product at Financial Fitness Group - Robert Pyle, CFP®, CFA, AEP®, Owner at Diversified Asset Management, Inc

Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups.Related article: T3 2022 recap: Top takeaways from the adviser fintech conferenceGuest Bio:Joel Bruckenstein is publisher of the Tecnology Tools for Today conferences and the T3 Technology  Hub.. He also hosts other technology summits in partnership with thought leaders in the financial services industry and his own invitation-only fintech summit. He is the co-author of three books and has more than 20 years of experience advising financial service firms of all sizes on how to improve technology, processes and workflows. 

Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal at the Technology Tools for Today conference. She shares her impressions of her first T3, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry. The duo also discuss their love of skiing and snowboarding, and Johnson's cross-country RV trip and her new love of rollerblading.  Related article: T3 2022 recap: Top takeaways from the adviser fintech conferenceGuest bio: Jenny Johnson is president and chief executive officer of Franklin Resources, Inc. She is also a member of the company's board of directors. Ms. Johnson is responsible for developing the company's overall strategic direction, executing on its strategy and advancing Franklin Templeton's client-centric culture.

Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world. In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel … Continue reading The Right Technology For The Job With Joel Bruckenstein (Ep.32) →

When it came to kick off Season 3 of In The Suite Podcast, I knew it was time to act bold and take risks, like so many of our guests from Seasons 1 & 2. So I abruptly canceled my December trip to Cabo, and moved by beach chair and blanket literally to Podcast Row at The MarketCounsel Summit, in the Fountainbleau in Miami Beach. And let me tell you, it was well worth it. The MarketCounsel Summit is the brainchild of Brian Hamburger, President and Chief Executive Officer of MarketCounsel and Hamburger Law Firm, and I want to dedicate this special extraordinary, first of its kind episode to him and the amazing team at MarketCounsel, to Brian's daughter Ella and to his General Manager Ryan Marcus who were instrumental to my visit and mission to support female leadership In The Suite. You're about to hear live, on-the-spot, in-person spontaneous interviews with industry leaders who continue to break the mold and shape the future of the wealth management industry: Aaron Klein - Co-Founder and CEO, RiskalyzeShirl Penny - Chief Executive Officer, Dynasty Financial PartnersJoel Bruckenstein - Financial Services FinTech Expert, Leading Industry Consultant and Producer of the Annual T3 Technology Tools for TodayShannon Spotswood - President of RFG Advisory Craig Iskowitz - Founder and CEO, Ezra GroupAllen Darby - CEO, Alaris Acquisitions Robb Baldwin - President and CEO, TradePMR George Tamer - Head of Sales, AdvisorEngineMarwa Zakharia - CEO, AssetBook Rob Sandrew - Chief Growth Officer, Integrated Partners Ryan Shanks - Co-Founder and CEO, FA Match No questions were prepared in advance nor meeting invites or fancy equipment. Just me and a mic going rogue. So ladies and gentlemen, I want you to sit back and relax as I take you into the 13th Market Counsel Summit. To hear from some of the industry's most prominent leaders. The ones making big headlines and bold moves, and redefining how the future of business gets done In The Suite. 

Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today's High Margin Practice. Bruckenstein's monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. --- Send in a voice message: https://anchor.fm/rush-tech-support/message

In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall,  provide guidance to advisors of all sizes on how to best evaluate tech tools and software, and discuss what important traits the Financial Advisor of the Future must have to survive. You'll also hear not one… but TWO Big Reveals in this episode.

The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz. “One of our calling cards I think has always been that we try and showcase some of those firms that don't get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don't want them all at T3 because a lot of them, we just think, don't have legs. […] The post Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.

The post Ep. 100 – The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz. “One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from probably 30, 40, 50 of those firms. We don’t want them all at T3 because a lot of them, we just think, don’t have legs. […] The post Ep. 100 – The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein appeared first on and was written by Craig Iskowitz.

Guest:  Joel Bruckenstein From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in this PFP Section podcast. Takeaways include: The movement towards all in one solutions How the pandemic has increased the speed of software adoption Heightened attention to tools that improve the client experience What financial planners consider their top three most valuable tools The answers to the most essential and basic questions you have about technology Access resources related to this podcast: T3/Inside Information 2020 Advisor Software Survey full report Technology for a Tax and Financial Planning Business hub This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest:  Joel Bruckenstein From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in this PFP Section podcast. Takeaways include: The movement towards all in one solutions How the pandemic has increased the speed of software adoption Heightened attention to tools that improve the client experience What financial planners consider their top three most valuable tools The answers to the most essential and basic questions you have about technology Access resources related to this podcast: T3/Inside Information 2020 Advisor Software Survey full report – (https://www.aicpa.org/content/dam/aicpa/interestareas/personalfinancialplanning/resources/pfppracticemanagement/downloadabledocuments/software-survey.pdf) Technology for a Tax and Financial Planning Business hub (https://www.aicpa.org/interestareas/personalfinancialplanning/resources/pfppracticemanagement/planning-tax-advisory-services-technology-toolkit.html) This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice.  Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don’t miss an episode.  Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

This week, Jamie Hopkins talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors. They talk about all things FinTech, the future of financial advising, and building a technology strategy.  You can find show notes and other information at CarsonGroup.com/Framework.

With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations.

The post #ItzOnWealthTech Ep 1: Joel Bruckenstein's highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz. “Our industry is still evolving.  The entrepreneurs and innovators can't just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […] The post #ItzOnWealthTech Ep 1: Joel Bruckenstein's highlights from the T3 Advisor Conference appeared first on and was written by Craig Iskowitz.

The post #ItzOnWealthTech Ep 1: Joel Bruckenstein's highlights from the T3 Advisor Conference appeared first on Wealth Management Today and was written by Craig Iskowitz. "Our industry is still evolving.  The entrepreneurs and innovators can't just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it." — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […] The post #ItzOnWealthTech Ep 1: Joel Bruckenstein's highlights from the T3 Advisor Conference appeared first on Wealth Management Today and was written by Craig Iskowitz.

Today's guest is one of the industry’s leading advisor technology gurus. The publisher of the Technology Tools for Today newsletter, Joel Bruckenstein has a nearly 20-year history of writing about advisor technology trends, from publishing regular columns in Horsesmouth, Morningstar Advisor, Financial Advisor, and Financial Planning magazines, to his own newsletter, and now his latest platform, the t3 Technology Hub. In this episode, Joel discusses recent trends in advisor technology, the results of the latest advisor software survey that he administers along with Bob Veres, and why he says that today is the “golden age” of advisor technology. He also shares the real-world challenges of implementing advisor technology in a typical firm, as well as the biggest areas where advisors can get better ROI from their technology, particularly when it comes to better utilizing CRM software for business intelligence purposes. For show notes and more visit: https://www.kitces.com/52

Guests: Richard Cancro - Co-Founder and Chief Executive Officer for AdvisorEngine Inc. Joel Bruckenstein - President of Technology Tools for Today See acast.com/privacy for privacy and opt-out information.

In Episode #301, Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise robo-advisers, what’s in store for financial technology in the near future, and more.  

This is the first of two episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Advisor, (see my podcast convo with him) is the mastermind behind the event along with his crack team of technologists including Brad Burgess and Joe Leyboldt. Leading advisors and technologists including Joel Bruckenstein, Michael Kitces, J.D. Bruce, Bill Winterberg, Tina Powell, Billy Oliverio, Ryan Beach, and yours truly were also on hand to lend a hand. I spent three days hanging with the cool people and created two podcasts to chronicle the event.  

The second of two special episodes. What does the future of FinTech look like? It was on display recently in Park City, UT at the 3rd Annual Fuse Event sponsored by Orion Advisor. Fuse is a three-day coding event that brings together dozens of programmers from FinTech companies around the world who band as a community and solve advisor problems. It’s part hackathon, part relationship-building all wrapped up in a spirit of making the industry better. Eric Clarke, the founder of Orion Advisor, (see my podcast convo with him) is the mastermind behind the event along with his crack team of technologists including Brad Burgess and Joe Leyboldt. Leading advisors and technologists including Joel Bruckenstein, Michael Kitces, J.D. Bruce, Bill Winterberg, Tina Powell, Billy Oliverio, Ryan Beach, and yours truly were also on hand to lend a hand. I spent three days hanging with the cool people and created two podcasts to chronicle the event.

On today’s broadcast, it’s survey time. Find out about this year’s winners and losers in the annual Financial Planning Magazine technology survey. So get ready, FPPad Bits and Bytes begins now. Ok, this week’s coverage is all about the 2015 Financial Planning Magazine technology survey, analyzed every year by tech expert Joel Bruckenstein. This year’s […]