Joel Bruckenstein, President of Technology Tools for Today (T3), joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors need to consider the needs and profile of their clients when planning a portfolio of technology solutions. To foster organic growth, Bruckenstein notes that advisors need to leverage technology and think strategically about what is important to building relationships. The T3 Technology Conference, which takes place March 3 to 6 in Dallas, will showcase all of the key fintech solution providers used by financial advisory firms.
View the video: T3’s Bruckenstein On Leveraging Technology To Accelerate Organic Growth
