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AdvisorTechBook LIVE 🎙️
102 members • $99/month
5 contributions to AdvisorTechBook LIVE 🎙️
26d •
Conferences?
Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.
0 likes • 6d
@Amy DeTolla thanks!
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Dec '25 •
✅ Create Daily - post URLs to your content below
I think the key to organic growth is becoming known for something. Solving a specific problem for a specific person in a specific way. The way to do that and get the word out is with content. The process of creating content also hones your creativity, your offer, and your delivery. Creating hones your mind, and your mind is the most powerful tool you have to reach your goals. Therefore creating is your key to your goals. - Write daily - Record daily - Build daily - Grow daily Practically, I've started a 10,000x content tracker where I'll produce 10,000 pieces of content and track my progress against my goals side-by-side. Action creates results. Practice makes better. Clarity sometimes only comes after you try the wrong idea. Want to create daily with me? Share your content below whether it be a LinkedIn post, a Substack, a Skool win, a podcast episode, a YouTube video, Facebook, X Tweet, Instagram story, Threads, Blusky... Find a platform where your people hang out... and create for them. Let's reach out goals together!
1 like • Dec '25
@Joe Moss Be a connector. The best way to work your way into the business is by intentionally networking with the people you want to work with and the professionals they already trust. When you’re early on and don’t yet have something big to offer, the most valuable thing you can offer is access. Build your own network and use it to connect others. If you’re seen as a connector, you already have real value. At the same time, start building true expertise. Especially in the high-net-worth space, confidence matters, and confidence only comes from knowing what you’re talking about. You need to understand the strategies, the pitfalls, and the language of the space. That doesn’t happen accidentally. Dedicate time every day to sharpening that side of your craft. Specializing in specific areas is critical. Writing about what you’re learning forces you to go deeper, uncover nuance, and truly understand the material rather than just skimming the surface. This isn’t a 40 hour a week job. It’s a career. Achieving escape velocity takes sustained effort, persistence, and real doggedness over time. If that path isn’t realistic on your own, then align yourself with a firm that already has the resources, structure, and momentum to support your growth. But be good at what you do in all cases.
1 like • Dec '25
@Joe Moss yup! You are a fantastic example of this.
Dec '25 •
Building websites is incredibly easy now
There is absolutely no reason to pay someone like $MG to do it anymore. I have no affiliation with these guys: http://www.10web.io/
2 likes • Dec '25
No but I’ve tested it to build advisor sites and it does a great job. This is primarily for those firms that want a unique site but don’t want to spend thousands per year building and maintaining.
1 like • Dec '25
@Jayce Nall That was one of the things I liked about it too! I wasn't able to find any other AI Website builder that did this.
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Aug '25 •
🧭 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 (2026 now available for pre-order!) 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
1 like • Dec '25
Hello everyone, I’m Frantz. I work in Wealthtech and marketing/business consulting. I’m the CEO of Bill Good Marketing and the founder of Altitude. My team helps advisors grow faster, retain clients longer, and build stronger, more effective teams. Glad to be here and happy to share anything that can help you do the same!
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Dec '25 •
📰 NEVIS raises $40m to disrupt all AI Notetakers
https://www.neviswealth.com/news/nevis-raised-40m/ View in Category
1 like • Dec '25
This is going to be really interesting to see how it plays out. Did you guys see how they are charging for their platform? It is based on AUM. Super curious about this...
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@frantz-widmaier-1148
Founder and CEO of Altitude / CEO Bill Good Marketing
Active 6d ago
Joined Dec 4, 2025
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