Episode Notes

Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, took time out of his busy schedule to identify some of the major themes of this year's event for guest host Ryan W. Neal. Bruckenstein also shared some highlights from his latest adviser software survey and some gaps in the adviser technology ecosystem he believes open opportunities for new startups.

Related article: T3 2022 recap: Top takeaways from the adviser fintech conference

Guest Bio:

Joel Bruckenstein is publisher of the Tecnology Tools for Today conferences and the T3 Technology  Hub.. He also hosts other technology summits in partnership with thought leaders in the financial services industry and his own invitation-only fintech summit. He is the co-author of three books and has more than 20 years of experience advising financial service firms of all sizes on how to improve technology, processes and workflows. 

This episode is sponsored by

As an independent financial advisor, you need a custodian who truly understands your hopes, your dreams, and your headaches. For the last three decades, Schwab Advisor Services has been there for thousands of advisors just like you who want to serve their clients' best interests - whether they're just starting out or have more complex needs.

Together, we can help you build the future you want for your practice with Schwab's expert guidance, technology platform, and hands-on support.

Learn more here.