PANEL: Wealth Tech Demo Derby

Joel P. Bruckenstein, CFP®, is a globally recognized authority in the field of applied technology for financial professionals. He is renowned as the Publisher of Technology Tools for Today (T3), formerly known as Virtual Office News and now known as the T3 Tech Hub.
 


In collaboration with industry luminary Bob Veres, the publisher of Inside Information, Bruckenstein spearheads an annual technology survey exclusively tailored for the financial planning community, the T3/Inside Information Advisor Software Survey.
 


The driving force behind the esteemed T3 Advisor Conference, Bruckenstein has established it as the preeminent technology event for independent financial advisors executives from independent broker/dealers and executives from large registered investment advisory firms. The conference also welcomes fintech journalists, private equity firms, and asset managers that support the wealthtech ecosystem. Celebrating its 20th year in 2024, the T3 Advisor Conference has consistently delivered unparalleled value to its attendees.
 


As Recognizing Bruckenstein’s immense impact and leadership, he was honored with the fifth annual Leadership Award at Bob Veres’ Insider’s Forum. This prestigious conference unites the most influential figures in the financial planning profession, and Bruckenstein received the award during a prominent main stage presentation at the Insider’s Forum held on September 6-8, 2017, in Nashville, TN.
 

For over two decades, Bruckenstein has been advising financial service firms of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.


Bruckenstein’s contributions extend beyond consultancy. He has co-authored three notable books: “Virtual Office Tools for a High Margin Practice,” “Tools and Techniques of Practice Management,” and “Technology Tools for Today’s High Margin Practice.” Furthermore, he has served as a monthly technology columnist for esteemed publications such as Financial Advisor magazine and Financial Planning magazine.