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AdvisorTechBook LIVE 🎙️

134 members • $99/month

9 contributions to AdvisorTechBook LIVE 🎙️
Ep 38. Why Advisors Don't Switch to Better Tech
with @Mike Casciano of Evo Wealth Consulting
1 like • 3d
@Mike Casciano dropping knowledge!
Ep 16. Steve Tenney with Grandview&Co
with @Steven Tenney of Grandview & Co
2 likes • 23d
This was a good one. Steve makes great points on how every RIA website looks the same... Its no wonder they have trouble standing out from the crowd!
Ep 30. AI for Advisors co-hosts come on the anti-AI podcast :)
@Mark Heynen and @James Cantwell come on the pod and we have a blast! Well, I did. Let's do this again... and often.
1 like • 23d
Nerdy, but I liked it!
1 like • 23d
@Joe Moss not for me! Just reinforces you are someone we should be listening to and watching.
Ep 28. How to add $1bil AUM in under a year
with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.
1 like • 23d
@James Conole I've "hunted" thousands of RIAs in my day. Listening to how you built the Rooted brand out gave me hope for our industry's future! Great pod guest @Joe Moss
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
1 like • 30d
Congrats @Brian Thorp !! Not surprised, but congrats nonetheless!
1-9 of 9
Alex Graf
2
1point to level up
@alex-graf-3310
Custom portfolios without a need for prop products. Everything transparent and rules based.

Active 19h ago
Joined Nov 13, 2025
ENTJ
Chicago
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