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The arrival of wealthtech represents each a major alternative and a problem. On one hand, it affords instruments that may improve effectivity, enhance shopper engagement, and allow extra customized, data-driven recommendation. Then again, it calls for a shift in mindset and ability set, requiring advisors to turn out to be adept at integrating new applied sciences into their observe. The implications of wealthtech lengthen past operational effectivity to essentially altering the worth proposition of monetary advisors, compelling them to distinguish themselves by way of the standard of their insights and their capacity to ship complete, client-centric options.
On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Joel Bruckenstein, President of T3, concerning the transformative affect of expertise on wealth administration.
Shannon and Joel additionally talk about:
- T3/Inside Info Software program Survey takeaways
- Digital methods for participating nextgen purchasers
- What fashionable wealthtech traits he disagrees with
- The burgeoning function of AI in wealth administration
Join with Shannon Rosic:
Join with Joel Bruckenstein:
About Our Visitor:
Joel P. Bruckenstein, CFP®, is a globally acknowledged authority within the discipline of utilized expertise for monetary professionals. He’s famend because the Writer of Know-how Instruments for Right now (T3), previously generally known as Digital Workplace Information and now generally known as the T3 Tech Hub.
Because the driving drive behind the esteemed T3 Advisor Convention, Bruckenstein has established it because the preeminent expertise occasion for unbiased monetary advisors executives from unbiased dealer/sellers and executives from massive registered funding advisory corporations. The convention additionally welcomes fintech journalists, non-public fairness corporations, and asset managers that assist the wealthtech ecosystem. Celebrating its twentieth yr in 2024, the convention has constantly delivered unparalleled worth to its attendees.
Past these main conferences, Bruckenstein companions with influential thought leaders within the monetary companies business, akin to Brian Hamburger of MarketCounsel, to host numerous expertise summits.
For over 20 years, Bruckenstein has been advising monetary service corporations of all sizes, aiding them in enhancing their technological infrastructure, streamlining processes, and optimizing workflows.
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