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Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and...
Host and past FPA MA President, Jeff Tomaneng, CFP®, is joined by author, consultant, and Financial Services FinTech Expert Joel Bruckenstein. Joel is the founder and president of T3 Technology Tools for Today, the premier practice management and consulting firm for the financial planning profession and the financial services industry. Stay tuned to hear about his journey and the evolution of financial technology.
T3 Advisor Conference: March 13-16, 2023
Conference discount code: T3Z200
Register for Conference here: https://www.t3conferences.com/
Joel's LinkedIn: https://www.linkedin.com/in/joelbruckenstein/
