The Rebuilding Retirement podcast

Episode 1.03 Joel Bruckenstein on using fintech to better serve clients

Published: December 12, 2023

Joel Bruckenstein, CFP®, is globally recognized in the field of applied technology for financial professionals. He is the publisher of the T3 Tech Hub and the producer of the Technology Tools for Today Advisor Conference.

Joel talks about the ways technology has changed financial service, what tools you should stop using, and how you can use fintech to complement your guidance.


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