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Considerations When Building or Renovating Your Tech Stack
Expires 12/31/2022
Course Information
Content Level: Intermediate
NAPFA Subject Area: M-Technology
Course Description

Technology, or lack thereof, touches every aspect of your business including client acquisition, client experience, financial planning, investment management, tax planning, firm growth, and scalability. This session will help you ensure that your technology meets the needs of your clients, your employees, and your business now and in the future.

Learning Objectives
  1. Determine the core technologies that every advisory firm needs
  2. Learn how to assess your current technology stack
  3. Understand how to ensure your technology provides an excellent client experience

Joel Bruckenstein, CFP®

Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub ( and the producer of the Technology Tools for Today (T3) Conference, the only annual technology conference for independent advisors. He also co-produces the annual T3/Inside Information Technology Survey.

Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.

Bruckenstein has advised financial service firms of all sizes on improving their technologies, processes, and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit

Availability: Retired
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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