Joel Bruckenstein
@FinTechie
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Financial Services Technology Journalist and Consultant
Miramar, FL
Joined February 2009
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Save the dates: The 20th anniversary T3 Conference will be held at the Cosmopolitan in Las Vegas January 22-26, 2024. You won't want to miss it!
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It has been a full year since my last in person speaking engagement. I can't wait to get vaccinated and get back to some in person networking. I am all "Zoomed" out!
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Time to wake up techies. Getting ready for a day of intensive hackathon presentations in paradise
#Ascent2018
#FUSE2018
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The first
#FISummit
was great . Congrats to Aaron and company. Sorry to miss the finale. Thanks for having me.
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It is going to be sunny and warm for the the T3 Conference starting tomorrow. Come on down!
#T32018
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This is what a true patriot looks like
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Well, now I feel much better about the little screw ups we sometimes have at our conferences
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I like their attitude. Will be back. It works. Great discussion with Eric
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My heartfelt sympathy to the Bergman family and to the Envestnet family: Jud Bergman, wife Mary Miller-Bergman die tragically in San Francisco head-on car collision, stunning a devastated RIA business community
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45% of prospects eliminate a financial advisor just because of their online presence-Rich Cancro
#MSUM17
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Clients are 250% more likely to set & hit goals if there is a picture tied to it
@eMoneyAdvisor
#T32016
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He has changed the RIA world. Keep doing what you are doing. It works!
Congratulations
@EricRClarke
@orionadvisor
and to everyone on this list being named 2019 InvestmentNews Icons@& Innovators
@newsfromIN
what a way to make an impact on the financial advisory universe 💫
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Thank you
@barronsadvisor
for taking the time to talk WealthTech with me
#wealthtech
#fintech
#T32020
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Good morning T3 attendees. Please join the Godfather of Weathtech in the exhibit hall for breakfast at 8 AM
#T32024
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George Svagera of
@orionadvisor
fishing out some really good advice on how to evaluate tech vendors
#MSUM18
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We are not only going to help people with their finances, we are going to help them with their lives- Dr. Daniel Crosby
#OrionAscent
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Right back at you. Sorry I will miss your session. The technology to clone myself is not ready for prime time...yet
#realinsite
WHAT?!? My panel is competing with Joel Bruckenstein? This is like being the CBS show opposite Seinfeld back in the day. 😂
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Thanks to my friends
@RedtailCRM
and
@SSCAdvent
for an awesome night of music, good conversation, and fun. You nailed it! Thank you
@LPLfor
supporting this great client experience. Book that place again for
#T32020
.
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Really impressive! Exceeded all expectations.
Amazing growth of the Veo open architecture initiative from 3 vendors to 172 in its 10 year history
@TDA4advisors
#TechSummit
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If you have not already done so, please complete the T3/Inside Information Tech Survey:
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The annual T3/Inside Information survey is now live. If you are an advisor, please complete the survey . We will share the results with you at the 2022 T3 Conference. Results will also be available on the T3 website: .
#AdvisorTech
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Getting ready for
#NationalLINC
. Looking forward to catching up on the latest
#fintech
from
@TDA4advisors
.
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So deserving. A true industry leader and innovator
Seeker. Innovator. Founder. CEO.
@EricRClarke
’s innovative tech & disruptive spirit have grown
@OrionAdvisor
to $700B+ AUA over his 20 years as CEO. He is recognized as a 2019
@InvestmentNews
Innovator & will get honored April 17 at the Innovation Summit.
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Heading home from
#T32017
. Thanks to our friends, sponsors, speakers and attendees for making it a success
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Looks even better in person
We’re excited to unveil our new mega booth at
#SchwabIMPACT
this week! Stop by booth
#219
to say hello - we promise you’ll leave with plenty of innovative ideas to help your business win, and some sweet Orion gear too. See you there!
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But is Wells Fargo the best firm to deliver it?
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Many conferences have chosen to go virtual this year. T3 will be live and in person. We believe to get the full T3 experience, you have to be there.
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Thank you
@rchusker
for the advance copy of your latest book. Guess you know what I will be reading this weekend!
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T3 conference expands with inaugural workshop for wealthtech developers
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50% of Gen X/Y clients will change advisors who do not use modern technologies
#NationalLINC
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Its great to have you back at
#T32019
where you belong!
Stop by Booth 513 & 515 to meet our new Vice President of Enterprise Sales
@pietrolagreca
🎉 Excited to see all of you there!
#T32019
#RCOnTheRoad
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This article brightened up my day: Why We Will Always Need Industry Conferences
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Thanks to all of our wonderful sponsors
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I hear the are looking for a new CEO. Maybe you should apply.
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@Riskalyze
CEO: The advisor who is not a leader will be out of busines withinn 10 years
#eMoneySummit16
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What sets an advisor apart: The client experience. Technolgy can power that exprience
#T32016
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92% of clients expect tax planning advice, but only 25% receive it according to Morningstar
#T32023
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Are you implying that
@Riskalyze
lacks academic and professional integrity? I'd tread lightly there.
There are many other factors that determine success. One to focus on is academic & professional integrity.
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Incredibly sad. He will be missed.
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Nice move Orion! Orion Offers Free Planning Platform to All Advisors Along With Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software | Business Wire
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Automatic event notifications. I've been waiting years for this. Thanks
@orionadvisor
#T32019
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Thanks to all of our wonderful sponsors, speakers and attendees for another successful event
#T32017
.
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@EricRClarke
say the most underutilized technology is the tech that advisors already own
#msum18
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I just recently learned that Ken Golding has passed away. Ken was an industry pioneer who created the software that came to be known as Junxure CRM, now AdvisorEngine CRM. RIP Ken
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Good job! The FCC Has Fined Robocallers $208 Million. It’s Collected $6,790.
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So ironic!
@CFPBoard
urges advisors to embrace technology and urges tech retaining, but refuses to grant CE credit for the same:
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Big thanks to all of our
#FUSE2018
judges this year:
@sspotswoodrfg
,
@FinTechie
,
@BillWinterberg
, Ryan Beach of
@CLSInvestments
,
@HeatherRFortner
, Billy Oliverio of
@UnitedPlanners
,
@AaronSchaben
, Spencer Segal of
@ActiFi
,
@sspotswoodrfg
and
@InMinWeTrust
!
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This could be the start of something big: Envestnet MoneyGuide Launches RIA Planning Analytics | t3 Technology Hub
@ENVintel
@MoneyGuidePro
@MichaelKitces
@BobVeres
@craigiskowitz
@ryanWneal
@RIABiz
@Think_JanetL
#financialplanning
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Schwab will soon default advisors to the new digital account opening tool. A good nudge. Hope advisors take the same approach with thier clients. Default everything to digital
#SchwabIMPACT
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It seems like so long ago. Hoping we can all reconnect at T3 2021 live and in person. Save the dates: Sept. 27- Oct. 1, 2021. Denton TX.
@ryanshanks
@mwalno
Fond memories of the last real conference I attended:
@t3techhub
Feb 2020 San Diego - shout out to my
@SnappyKraken
friends and Mr.
@FinTechie
himself
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The dean of financial advisory journalism, the incomparable Bob Veres and I presenting the results of the 2023 T3 Inside Information Tech survey. Download your free copy at
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The T3/Inside Information Tech Survey is live. Please help us help you better understand the technology landscape for advisors. We want to hear from all advisors
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Starting day 2 of T3 2023 with my Trade PMR hat. Please stop by their booth and thank them for supporting
#T32023
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Here is something I can agree with
@jimcramer
about
.
@jimcramer
is right... There should be lots of epi-pen makers, all competing with each other. Where is the competition?
@CNBC
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Thrilled to have my friend Ed Slott of
@theslottreport
here at
#T32019
. Can't wait to hear his insights tomorrow.
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