Joel P. Bruckenstein, CFP® PDF Print E-mail

Joel P. Bruckenstein, CFP®, is Publisher of Technology Tools for Today™ (www.TechnologyToolsforToday.com) and a co-producer of the Technology Tools for Today (T3) Conference, the only annual technology/practice management conference for independent advisors.

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

Bruckenstein was named by the readers of Financial Planning magazine to its 2006 list of Movers, & Shakers. His expert opinions have appeared in The Wall Street Journal, The New York Times, Investment Advisor and Investment News.

Joel also writes a monthly technology column for Financial Advisor Magazine and Financial Planning Magazine. In addition, he compiles the annual technology survey for Financial Planning Magazine.

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 Contact Joel.

CFP® and CERTIFIED FINANCIAL PLANNERTM is a federally registered mark of the Certified Financial Planner Board of Standards, Inc.