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AdvisorTechBook 🔥

63 members • $99/month

2 contributions to AdvisorTechBook 🔥
Who is your niche?
So what is a niche... and why do you need one? - A niche is where a specific person meets a specific problem and you guide them to a specific transformation. - Once you know the specific transformation you help people achieve, it becomes much easier to build a list of them... - Ideally, a niche is 3,000 people or smaller. So, comment below, who is your niche?
Who is your niche?
1 like • 17d
Ours is Independent RIAs from 50-500m who need investment support, don’t want to outsource to a manager/TAMP, but also don’t want to hire more analysts.
1 like • 17d
@Joe Moss I have not, but I’m about to!
🧭 Start Here - Introductions 👋🏼
Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! 🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - 🗃️ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - 📰 AdvisorTech News - 💡 Real Tech Stacks - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors - 🚀 Tech growing fast - 👀 Tech to watch Don't forget to introduce yourself below! 👇
🧭 Start Here - Introductions 👋🏼
1 like • 22d
1. the who, what, where - Do the same things for custom models' ETFs did to Mutual funds. Make them easy to use, transparent and cost effective. Im tired of Wall St Selling complexity for high fees. We sell transparency for low fees. I live in Chicago! 2. Why'd you decide to join this community? I love nerds that love what they do in fintech 3. What are you working on currently? Creating a regional event strategy for RIAs 4. Lastly, any resources you'd love to see! networking with mutually beneficial partners and advisors.
1-2 of 2
Alex Graf
1
2points to level up
@alex-graf-3310
Custom portfolios without a need for prop products. Everything transparent and rules based.

Active 20h ago
Joined Nov 13, 2025
ENTJ
Chicago
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