You and your firm can hire Joel Bruckenstein to improve your office efficiency and leverage your investment in technology. Mr. Bruckenstein will evaluate your current systems and processes, then recommend appropriate alternatives.

Bruckenstein often helps firms evaluate and implement Virtual Office Tools, such as workflow managment, technology solutions and virtual work partners. He is available to consult on financial planning software, portfolio managment software, CRM solutions and other advisor related products as well.

Consulting fees range from $250-$400 per hour, depending on the nature and complexity of the project. Joel requires a deposit of $500 representing his minimum fee of $500 per engagement. For further information about this, or any of our other services, please Contact Us.