Today's guest is one of the industry’s leading advisor technology gurus. The publisher of the Technology Tools for Today newsletter, Joel Bruckenstein has a nearly 20-year history of writing about advisor technology trends, from publishing regular columns in Horsesmouth, Morningstar Advisor, Financial Advisor, and Financial Planning magazines, to his own newsletter, and now his latest platform, the t3 Technology Hub.
In this episode, Joel discusses recent trends in advisor technology, the results of the latest advisor software survey that he administers along with Bob Veres, and why he says that today is the “golden age” of advisor technology. He also shares the real-world challenges of implementing advisor technology in a typical firm, as well as the biggest areas where advisors can get better ROI from their technology, particularly when it comes to better utilizing CRM software for business intelligence purposes.
For show notes and more visit: https://www.kitces.com/52