2020 NAPFA Fall Conference Speaker
Joel Bruckenstein
Joel P. Bruckenstein, CFP, is Publisher of the T3 Tech Hub (t3technologyhub.com) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors as well as the Technology Tools for Today (T3) Enterprise Conference. He also co-produces the annual T3/Inside Information Technology Survey. He has been a NAPFA member for many years.
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. 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 has advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.joelbruckenstein.com
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. 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 has advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit www.joelbruckenstein.com
