#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

“Our industry is still evolving.  The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein

Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) Advisor Conference, as well as the Technology Tools for Today (T3) Enterprise Conference. He is an internationally acclaimed expert on applied technology as it relates to the financial service industry and 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. Joel’s monthly technology columns appear in many trade publications and he compiles an annual technology survey for Financial Planning magazine. For more information about Joel and the services his firm offers, please visit www.JoelBruckenstein.com.

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This episode is brought to you by Ezra Group Consulting. Hiring the right technology consultants can have a huge impact on your business, while the wrong ones can crater it. If your company sells software or services to the wealth management industry, Ezra Group can help you improve your products, better understand your target markets and gain insight into your competitors.

Topics covered:
  • Industry innovators [02:06]
  • Not all API’s are created equal [07:20]
  • Prioritizing the client experience [11:06]
  • How firms are leveraging artificial intelligence [14:21]
  • Financial Planning [19:51]
  • Social media for advisors [21:28]
  • Cybersecurity [26:51]
  • Custodian’s role in wealthtech [30:28]
  • Portfolio Rebalancing [46:49]

Here is a list of the companies that were mentioned in this episode:

If you are interested in more information about some of the topics Joel and I discussed, these blog posts would be useful:



The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com