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The advent of wealthtech represents both a significant opportunity and a challenge. On one hand, it offers tools that can enhance efficiency, improve client engagement, and enable more personalized, data-driven advice. On the other hand, it demands a shift in mindset and skill set, requiring advisors to become adept at integrating new technologies into their practice. The implications of wealthtech extend beyond operational efficiency to fundamentally altering the value proposition of financial advisors, compelling them to differentiate themselves through the quality of their insights and their ability to deliver comprehensive, client-centric solutions.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Joel Bruckenstein, President of T3, about the transformative impact of technology on wealth management.
Shannon and Joel also discuss:
- T3/Inside Information Software Survey takeaways
- Digital strategies for engaging nextgen clients
- What popular wealthtech trends he disagrees with
- The burgeoning role of AI in wealth management
Connect with Shannon Rosic:
Connect with Joel Bruckenstein:
About Our Guest:
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.
As 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 conference has consistently delivered unparalleled value to its attendees.
Beyond these major conferences, Bruckenstein partners with influential thought leaders in the financial services industry, such as Brian Hamburger of MarketCounsel, to host various technology summits.
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.
