Your firm can hire Joel Bruckenstein to improve your office efficiency and leverage your investment in technology by evaluating your current systems and processes, then recommending appropriate alternatives. Joel works with firms of all sizes, including major broker/dealers, insurance companies, software developers, boutique RIA firms and solo practitioners.
You and your firm can hire Joel to address your advisor group. Whether you are an association, a study group, a broker/dealer, asset management firm or custodian, Joel is certain to bring relevant ideas and actionable advice to your audience. Topics range from applied technology and “office of the future” to practice management and business development
Joel will consider writing assignments on a case-by-case basis. Having written for many of the industry’s top publications, he is well grounded and able to provide a variety of insights through written works such as white papers, books, special reports, bylined articles and opinion pieces. Subject matter requested is often focused on technology, operations or communications.
Dont Miss Out!
2023 Software Survey and Analysis
from Bob Veres and Joel Bruckenstein