# Joel Bruckenstein
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Fintech for Financial Advisers: Industry Trends, Challenges, and Opportunities
In Episode #301, Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise robo-advisers, what's in store for financial technology in the near future, and more.
The Wealthstack Podcast: What’s Next in WealthTech With Joel Bruckenstein
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 adviso…
The Future of Wealth Management: Predictions for 2025 (Ep. 18)
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management.
In this episode, Rusty Sommer dives into the future of wealth management with an exciting lineup of guests from the 2024 MarketCounsel summit: John O’Connell, Kartik Srin…
Stop Trying to Do Everything Yourself with Joel Bruckenstein, T3 Technology Tools for Today
Are you making the biggest mistake in your business by trying to do everything yourself?
In this episode of Don't Do That, host Kelly Waltrich sits down with fintech legend Joel Bruckenstein to discuss the evolution of technology in wealth management, the role of AI, and the critical mistakes advis…
Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences
The post Ep. 278: Tech-tonic Shifts: When Platforms Crumble and Opportunities Rise with Joel Bruckenstein, T3 Conferences appeared first on and was written by Elana Iskowitz.
Morningstar’s exit from the wealth platform business signals a shift in the industry, leaving advisors scrambling for alte…
Today’s Technology Trends In Wealth Management with Joel Bruckenstein (Ep. 20)
How will embracing technology today redefine financial advising tomorrow?
In this episode, Rusty Sommer speaks with Joel Bruckenstein, a leading voice in financial technology, to explore the transformative power of today’s tech landscape. As the founder of the T3 conferences, Joel provides first-h…
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
If there's one thing that rings true year after year, it's this: the T3 Technology Tools for Today Conference is the destination for discovering what's shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we we…
The New Era of Succession Planning: AI, M&A, and Legacy Leadership with Ray Sclafani
How will AI, private equity, and shifting demographics reshape the future of financial advisors? In this episode, Tyson Ray and Kim Cochenour sit down with Ray Sclafani of ClientWise to explore the intersection of technology, leadership, and succession in a rapidly changing industry.
From building…
T3 Hot & Happening 2026 – Part 2: AI, Automation, and the Future of Advice
The 2026 T3 Technology Tools for Today Conference brought the buzz, the breakthroughs, and the big ideas to New Orleans, where financial advisors and fintech leaders gathered to cut through the noise and get practical about what's next in the financial services industry. From AI University to can't…
How Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison (Ep. 35)
Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing.
In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vic…
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