I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about:
Listen (or read the transcript to the end) to hear my thoughts on 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.
Click to access the Kitces show. https://www.kitces.com/blog/joel-bruckenstein-technology-tools-for-today-podcast-t3-conference-golden-age-advisor-fintech/
Also, please click here make your voice heard by participating in this year’s fintech survey. http://mailchi.mp/impactcommunications/please-participate-in-our-2017-software-survey?e=b7089816b8
Finally, you don’t want to miss the upcoming T3 Advisor Conference – click to learn more. http://www.technologytoolsfortoday.com
Wishing you a Happy New Year, and hope to see you in Ft. Lauderdale for the T3 Advisor Conference February 6-9, 2018.