Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

About the Contributors

J. D. Bruce, MS, CPA, PFS

President, Abacus Wealth Partners

The reason I got into this profession:

My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought “the man” and defended the wrongly accused. He was a defender of the Constitution and an enthusiastic revolutionary. He also didn’t like following rules, like the tax code.

When I was 18, studying theater at the local community college, my father had an unfortunate misunderstanding with the IRS. We ended up losing our 4,000-square-foot house by the beach and moving to a much smaller home where privacy was hard to find and secrets were difficult to keep. That’s when I started to see through the cracks and learned ...