Fort Lauderdale, Florida, United States
Contact Info
9K followers
500+ connections
About
*…
Articles by Joel
-
Just Say NO to OneFPA Network Initiative
Just Say NO to OneFPA Network Initiative
By Joel Bruckenstein
Activity
-
These folks are doing some impressive work
These folks are doing some impressive work
Shared by Joel Bruckenstein
-
If you haven't seen the annual T3/Inside Information Tech Survey, it is not too late to download your free copy: https://lnkd.in/e8pmUbf5
If you haven't seen the annual T3/Inside Information Tech Survey, it is not too late to download your free copy: https://lnkd.in/e8pmUbf5
Shared by Joel Bruckenstein
Experience & Education
Licenses & Certifications
Publications
-
When Smaller Is Better
Financial Advisor Magazine
-
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 authorsSee publication -
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
-
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
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
-
Recommendations received
4 people have recommended Joel
Join now to viewMore activity by Joel
-
🎉A day to be remembered MDP Master class session by our CEO Nitin Seth at Incedo, New Jersey 🎉 Grateful for his valuable insights he shared with…
🎉A day to be remembered MDP Master class session by our CEO Nitin Seth at Incedo, New Jersey 🎉 Grateful for his valuable insights he shared with…
Liked by Joel Bruckenstein
-
"Three years from now Envestnet, Inc will look quite different." Chip Roame Alois Pirker Joel Bruckenstein John O'Connell, Family Wealth Report Tom…
"Three years from now Envestnet, Inc will look quite different." Chip Roame Alois Pirker Joel Bruckenstein John O'Connell, Family Wealth Report Tom…
Liked by Joel Bruckenstein
-
AT&T Says Hacker Stole Data on Nearly All Its Wireless Customers https://lnkd.in/ef3S5QSY
AT&T Says Hacker Stole Data on Nearly All Its Wireless Customers https://lnkd.in/ef3S5QSY
Shared by Joel Bruckenstein
-
Fun deep dive here. Thanks to Doug Fritz and Joel Bruckenstein for the commentary.
Fun deep dive here. Thanks to Doug Fritz and Joel Bruckenstein for the commentary.
Liked by Joel Bruckenstein
-
Interesting, but apparently not a done deal yet.
Interesting, but apparently not a done deal yet.
Shared by Joel Bruckenstein
People also viewed
-
Craig Iskowitz
Connect -
Bob Veres
Writer/commentator in the financial services industry
Connect -
Rich Cancro
Connect -
Michael Kitces
Connect -
Suzanne Siracuse
Connect -
Tim Welsh, CFP
President at Nexus Strategy
Connect -
Abby S.
Connect -
Shannon Rosic
Connect -
Andrew Altfest, CFP®
Connect -
Aaron Klein
Connect
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More