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-hand insights into technology trends reshaping financial advisory services. Dive deep into discussions on real innovation versus incremental evolution, and how these shifts impact the industry. Discover why staying ahead with AI and automation isn’t just beneficial but essential for growth and client satisfaction.

Joel discusses: 

• (00:57) The evolution and implementation of technology in wealth management
• (03:01) What truly defines innovation in financial technology
• (05:20) Key highlights and themes of the upcoming T3 2025 Conference
• (06:45) Strategies for organic growth using improved workflows and tech adoption
• (08:58) Evaluating new technologies and making informed decisions
• (10:42) Impact of AI and machine learning on client advisory
• (14:05) Preparing financial firms for future innovations
• (16:42) Predictions and trends for the wealth tech industry by 2025

Connect with Joel Bruckenstein:

• Joel Bruckenstein
• T3 Conferences
• LinkedIn: Joel Bruckenstein

Connect with Rusty Sommer:

• Rusty.sommer@flyerft.com 
• LinkedIn: Rusty Sommer
• Flyer Financial Technologies
• LinkedIn: Flyer Financial Technologies
• Twitter: Flyer_FT

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.