Joel Bruckenstein

Fort Lauderdale, Florida, United States Contact Info
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About

* Expert in applied technology as it relates to financial service professionals

*…

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Experience & Education

  • T3 Technology Tools for Today

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Licenses & Certifications

Publications

  • When Smaller Is Better

    Financial Advisor Magazine

    I was a contributor to this article.

    Other authors
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  • Technology Tools for Today's High Margin Practice

    Bloomberg Press

    In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your…

    In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

    Other authors
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  • Tools & Techniques of Practice Management

    The National Underwriter Company

    The fist and only textbook that addresses the often overlooked aspect of the educational process: The Business of Financial Planning

    See publication

  • Virtual Office Tools for a High Margin Practice

    Bloomberg Press

    The original bible about how client centered financial advisors can cut paperwork, overhead, and wasted hours

    See publication

Honors & Awards

  • 2017 Insider's Forum Leadership Award

    Bob Veres/Inside Information

    This is the fifth Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession. Bruckenstein accepted the award from Veres during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN.
    Bruckenstein was presented the award in recognition of his steadfast contributions helping advisory firms identify and adopt increasingly powerful technology.

    Previous winners of…

    This is the fifth Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession. Bruckenstein accepted the award from Veres during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN.
    Bruckenstein was presented the award in recognition of his steadfast contributions helping advisory firms identify and adopt increasingly powerful technology.

    Previous winners of the Insider's Forum Leadership Award are:

    Tim Kochis of Kochis Global (2013)

    Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management (2014)

    Mark Tibergien of Pershing (2015)

    Skip Schweiss of TD Ameritrade Institutional (2016)

  • Investment Advisor Magazine Top 25 Most Influential People 2014

    Investment Advisor Magazine

    Investment Advisor Magazine annually picks the 25 most influential people in the investment advisory world: http://www.thinkadvisor.com/press/2014/04/investment-advisor-reveals-the-most-influential-pe

Organizations

  • NAPFA

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