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Tech Talk with Bob and Joel (2020 Playbook #2)
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
In the largest survey of its type in the industry, Joel Bruckenstein of T3 and Bob Veres of Inside Information shed new light on the market share of most software applications used by financial advisors as well as their product satisfaction. Keeping up with the financial services professional technology sector is no easy task, so if you as an independent financial advisor interested in knowing about the leading tech solutions – or struggling to stay ahead of the technology knowledge curve –this webcast is for you.
Learning Objectives
  1. Results of the 2020 T3/Inside Information Tech Survey
  2. User ratings and market share statistics
  3. How to think about your tech stack for ongoing success
Joel P. Bruckenstein, CFP® 
Joel P. Bruckenstein, CFP®, internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3).

Bob Veres
Bob Veres, editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and contributing editor and columnist for Financial Planning magazine. 
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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