Stop Trying to Do Everything Yourself with Joel Bruckenstein, T3 Technology Tools for Today

from Don't Do That · host Kelly Waltrich

Are you making the biggest mistake in your business by trying to do everything yourself?In this episode of Don't Do That, host Kelly Waltrich sits down with fintech legend Joel Bruckenstein to discuss the evolution of technology in wealth management, the role of AI, and the critical mistakes advisors make when building their tech stacks.With over 21 years at the helm of the T3 Technology Conference and decades advising firms on technology adoption, Joel shares his insider perspective on the rapid advancements in AI, cybersecurity, and operational efficiency.Kelly and Joel discuss:03:54 The transformation of wealth tech: Then vs. Now05:09 The essential tech stack every advisory firm needs06:22 The biggest mistake advisors make in running their firms09:08 Why failing fast is key to tech success12:04 How AI is reshaping the advisor’s role13:08 The future of AI-powered investment management16:31 The opportunities (and risks) of AI adoption18:12 How advisors can stay ahead by networking and learning20:45 The must-attend event for fintech professionals: T3 Conference 2025Connect with Kelly Waltrich: LinkedIn: Kelly WaltrichLinkedIn: Intention.lyX: Intention.lyInstagram: Intention.lyConnect with Joel Bruckenstein: LinkedIn: Joel Bruckenstein X: Joel Bruckenstein Register: T3 Technology Conference 2025 Website: T3 Technology Tools for Today About Our Guest: Joel Bruckenstein is a leading authority on fintech and practice management for financial advisors. As the founder of T3 Technology Hub and producer of the T3 Technology Conference, Joel has spent over two decades shaping the conversation around technology adoption in wealth management.A respected consultant, author, and speaker, Joel has advised firms on optimizing their technology stacks, cybersecurity, and operational efficiencies. His annual T3 Advisor Software Survey serves as a key industry benchmark, helping advisors navigate the rapidly evolving fintech landscape.Through his work, Joel has been instrumental in driving innovation and helping firms harness technology to enhance client experiences and scale their businesses.📩 Stay Informed – Join Our Newsletter!Stay ahead of industry trends and get exclusive updates straight to your inbox: Sign Up Now https://intention.ly/💬 Let’s Talk!Have questions or ready to start your next marketing campaign? Contact us: https://intention.ly/contact-us/

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This episode was published on February 11, 2025.

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