Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about:

  • Recent trends in advisor technology and why I view today as the “Golden Age” of advisor technology
  • The results of the latest Advisor Software Survey that T3 along with Inside Information and Advisor Perspectives administers
  • Real-world challenges of implementing advisor technology in the typical firm including why many advisors may actually be trying too hard to find the best technology for their firm… when the real problem is a need for the firm to focus and systematize what it does just to make it possible for technology to help more in the first place

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.

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) 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 hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. 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’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years 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.

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