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Joel Bruckenstein is available to speak at your upcoming event. To view Joel's standard speaking contract, please click here.
For further information, or if you have questions, please contact us.
Bruckenstein regularly lectures financial service practitioners on a wide range of technology and practice management related topics.
Upcoming and recent appearances:
September 13-15, 2012
Business & Wealth Management Forum
Presented by Bob Veres and T3
Hyatt Regency – Denver, CO
Joel Bruckenstein and Dave Drucker hosts
For more information and to register:
http://www.SignUpForConference.com
May 23-25, 2012
National Advisors Trust Annual Shareholders Conference
Washington, DC
May 9-11, 2012
Orlando, FL
Trade PMR Synergy 2012 Conference
March 21-23, 2012
JW Marriott Desert Ridge, Phoenix, AZ
Barron’s Winners Circle Top Independent Advisors Summit
March 15-17, 2012
Omaha, NE
Orion Advisory Board Meeting
Feb. 18-19, 2012
Orlando, FL
TD Ameritrade Institutional National Conference
Joel Bruckenstein – Keynote and Panel
Feb. 16-18, 2012
2012 Technology Tools For Today Annual Conference
Hilton Anatole, Dallas TX
Joel Bruckenstein and Dave Drucker l (hosts) + a top flight cast of presenters
Jan. 2012
Aria Hotel, Las Vegas, NV
AICPA Advanced Personal Financial Planning Conference
October 13-15, 2011
Business & Wealth Management Forum
Presented by Bob Veres and T3
Westin O’Hare - Chicago, IL
Joel Bruckenstein and Dave Drucker (hosts)
For more information and to register:
http://www.SignUpForConference.com
February 16-19, 2011
Technology Tools for Today® Conference
Grand Hyatt Bonaventure Hotel
Weston, FL
Joel Bruckenstein and Dave Drucker (hosts) + a top flight cast of presenters
Past appearances:
- 2008 Technology Tools for Today Conference
- 2007 FSC Securities Conference
- 2007 FPA NorCal Conference
- 2007 NAPFA Advanced Planner's Conference
- 2007 Technology Tools for Today Conference
- 2006 Financial Advisor Retirement Symposium
- 2006 FPA NorCal Conference
- 2006 Financial Advisor Symposium
- 2006 Woodbury Financial National Conference
- 2006 FSC Securities National Education & Business Conference
- 2006 Technology Tools for Today Conference
- National Association of Personal Financial Advisors (NAPFA) - 2005 National Conference
- Fidelity 2005 Technology in Practice Conference
- AICPA Personal Financial Planning Conference - 2005
- TD Waterhouse Partnership 2004 National Conference
- Pershing 2004 National Conference
- ProEquities 2004 National Conference
- Financial Planning Association (FPA) Retreat - 2004
- Securities America Regional Conference
- The National Association of Personal Financial Advisors (NAPFA) - 2003 National Conference
- The Financial Planning Association (FPA) 2003 National Conference
- TD Waterhouse National Conference - 2003
- Schwab Impact National Conference - 2003
A partial list of lecture topics is listed below:
- Time Management: Delegating and Outsourcing - This lecture provides advisors with the rationale for delegating and outsourcing. It also provides the tools and techniques necessary to delegate effectively. This lecture is runs 50-60 minutes.
- Virtual Office Tools for a High-Margin Practice - This talk is based upon the book of the same title by Joel Bruckenstein and his co-author, David Drucker. The talk is usually presented by Bruckenstein and Drucker together, although Bruckenstein can also present this talk alone. This lecture can be structured as a 50-minute session, or a 100-minute session. Bruckenstein and Drucker also offer a workshop under the same title that generally runs between 150 and 200 minutes, however and of the session can be tailored to your group’s specific needs.
- Financial Planning Software - This lecture, with is an outgrowth of Bruckenstein’s continuous research, is designed for financial service professionals only. A number of popular financial planning software packages are discussed, with a particular focus on helping advisors select the right product for their unique practice. This topic generally runs either 50 minutes or 75 minutes.
- Technology Solutions for Your Most Pressing Needs - This talk offers financial professionals guidance on how to leverage technology to become more efficient. Where appropriate, specific products and providers are recommended. Time: 50 minutes.
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