Joel Bruckenstein Email and Phone Number
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* Expert in applied technology as it relates to financial service professionals* International Keynote Speaker* Consultant and writer* Specialties: Technology issues for financial advisors; also financial planning issues for both professionals and the general public.
T3 Technology Tools For Today
View- Website:
- technologytoolsfortoday.com
- Employees:
- 3
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President T3 Technology - Products And ServicesT3 Technology Tools For TodayFort Lauderdale, Fl, Us -
Producer Of The Annual T3 Advisor ConferenceT3 Technology Tools For Today Jan 2006 - PresentMiami, Fl, UsThe only conference that focuses exclusively on bringing independent financial advisors and the technology professionals that serve them together for multiple days to discuss using technology to build, maintain and streamline today's high performing financial advisory practice. Learn more at http://www.TechnologyToolsForToday.com -
President T3 Technology - Products And ServicesT3 Technology Tools For Today Jan 2003 - PresentMiami, Fl, UsBringing technology and practice management insights and information to financial service professionals. Producers of the annual T3 Advisor Conference, the only technology conference for independent financial services professionals, and the annual T3 Enterprise Conference, a special gathering of top fintech companies and financial services executives. Also offers consulting services, group presentations and written commentary. Produces the T3 Technology Hub and T3 monthly newsletter. Will announce the T3 Tech Showcase (a virtual exhibit hall of the best technology for financial services firms and independent advisors) in spring 2017.Learn more at http://www.TechnologyToolsForToday.com -
PresidentT3 Technology Tools For Today Jan 1996 - PresentMiami, Fl, UsPractice management and technology consulting for financial services firms -
Producer Of The Annual T3 Enterprise ConferenceT3 Technology Tools For Today Jan 2012 - PresentMiami, Fl, UsThe leading conference for independent broker/dealers, banks, credit unions and other financial enterprises, including large RIAs and OSJ advisor networks. Produced by industry thought leader Joel Bruckenstein, this enterprise-focused, multi-day conference focuses exclusively on meeting the needs of today's forward-thinking financial services leaders and financial institutions.Learn more at http://www.TechnologyToolsForToday.com -
Advisory Board MemberOpen Vrm Jan 2023 - Present -
MemberNapfa 1997 - Present
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ColumnistFinancial Advisor Magazine 2002 - Jan 2023
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Producer Of The T3 Technology HubT3 Technology Hub Feb 2016 - Feb 2021The T3 Technology Hub continues the tradition of providing insights on technology for financial advisors that Dave Drucker (retired) and Joel Bruckenstein began at the turn of the century with the publication of their first Book “Virtual Office Tools for a High Margin Practice”. Dave and Joel followed up their first book by establishing the T3 newsletter, a paid subscription service that was conceived as a way of delivering timely supplements to the book on a monthly basis. Much has changed since the publication of the initial T3 Newsletter, and they have, of course, evolved with the times. In order to reach a wider audience, Bruckenstein will be offering both a paid and a free version of the T3 Technology Hub (the digital evolution of the original T3 Newsletter -- only better!). See more at: http://www.T3TechnologyHub.com
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JournalistFinancial Planning Magazine 2001 - Feb 2018
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Technology Columnist, MorningstaradvisorMorningstar 2001 - 2010Chicago, Il, Us -
Sr. Technology EditorMorningstar 1999 - 2005Chicago, Il, UsWrote a bi-monthly column on advisor technology. -
ContributorHorsesmouth 2000 - 2004New York, Ny, Us -
Past Chapter PresidentFpa 1998 - 1999
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VpBierbaum 1980 - 1997
Joel Bruckenstein Skills
Joel Bruckenstein Education Details
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Suny New PaltzPolitical Science -
Forest Hills High School
Frequently Asked Questions about Joel Bruckenstein
What company does Joel Bruckenstein work for?
Joel Bruckenstein works for T3 Technology Tools For Today
What is Joel Bruckenstein's role at the current company?
Joel Bruckenstein's current role is President T3 Technology - Products and Services.
What is Joel Bruckenstein's email address?
Joel Bruckenstein's email address is jb****@****ail.com
What is Joel Bruckenstein's direct phone number?
Joel Bruckenstein's direct phone number is +195466*****
What schools did Joel Bruckenstein attend?
Joel Bruckenstein attended Suny New Paltz, Forest Hills High School.
What are some of Joel Bruckenstein's interests?
Joel Bruckenstein has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Home Decoration, Cooking, Electronics, Sewing.
What skills is Joel Bruckenstein known for?
Joel Bruckenstein has skills like Financial Services, Financial Advisory, Wealth Management, Investment Advisory, Investments, Strategic Financial Planning, Asset Allocation, Investment Strategies, Asset Management, Retirement Planning, Finance, Investment Management.
Who are Joel Bruckenstein's colleagues?
Joel Bruckenstein's colleagues are Damarcus Trotter, Viviana Bruckenstein.
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