Joel Bruckenstein Consultant, based in Miramar, FL, is a trusted advisor for financial advisory firms seeking to enhance their client service and stay up-to-date with the latest technology and practice management tools. With extensive experience working with firms of all sizes, including major broker dealers, insurance companies, and boutique RIA firms, Joel offers consulting services to evaluate current systems and processes, providing recommendations for improved office efficiency and technology utilization.
Additionally, Joel is a sought-after speaker, delivering relevant ideas and actionable advice to advisor groups, associations, broker dealers, and asset management firms. His expertise spans a wide range of topics, from applied technology and the office of the future to practice management and business development. Joel is also a skilled writer, offering insights through white papers, books, special reports, articles, and opinion pieces, with a focus on technology, operations, and communications.
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