Financial Planning – February 2025

Joel Bruckenstein, President of T3 Technology Tools for Today, said the theme for this year’s event will be “The Organic Growth Imperative.” He said the focus on organic growth, not just M&A, is important “if advisors want to thrive and capture the attention of next-generation clients” and says it’s all about the tech.

Read the article by Rob Burgess:  Organic Growth to Take Center Stage at T3 Conference

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