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

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Summary:

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. Now

05:09 The essential tech stack every advisory firm needs

06:22 The biggest mistake advisors make in running their firms

09:08 Why failing fast is key to tech success

12:04 How AI is reshaping the advisor’s role

13:08 The future of AI-powered investment management

16:31 The opportunities (and risks) of AI adoption

18:12 How advisors can stay ahead by networking and learning

20:45 The must-attend event for fintech professionals: T3 Conference 2025

 

Connect with Kelly Waltrich: 

 

Connect with Joel Bruckenstein: 

 

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.