Bringing the Best Technology and Solutions to Advisors with Joel Bruckenstein

With the financial services industry going through a digital transformation, it's becoming increasingly difficult for smaller firms to keep up with the latest technology and practice management tools. As a result, they are struggling to keep up with the pace of change or need more resources or expertise in-house to keep up with the latest developments. What can financial professionals do to meet new challenges in the digital age, especially regarding technology and delivering high-quality services?

In this episode, Ryan and George talk with Joel Bruckenstein, President of T3 Technology. Joel is an expert on applied technology for financial professionals and the Publisher of Technology Tools for Today (T3). He is also the producer of the annual T3 Advisor Conference, a technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent brokers/dealers and large RIAs.

Joel talks with Ryan and George about the trends shaping the financial services industry, what role technology plays in the acquisition and merger of financial services companies, and the emerging technologies advisors are adopting today.