Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
What is this?
Less
More

Memberships

AdvisorTechBook πŸ”₯

63 members β€’ $99/month

3 contributions to AdvisorTechBook πŸ”₯
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/
🧭 Start Here - Introductions πŸ‘‹πŸΌ
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! πŸš€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 - πŸ—ƒοΈ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - πŸ“° AdvisorTech News - πŸ’‘ Real Tech Stacks - πŸ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - πŸ€– All the AI Notetakers for Advisors - πŸš€ Tech growing fast - πŸ‘€ Tech to watch Don't forget to introduce yourself below! πŸ‘‡
🧭 Start Here - Introductions πŸ‘‹πŸΌ
1 like β€’ 17h
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!
πŸ“° NEVIS raises $40m to disrupt all AI Notetakers
https://www.neviswealth.com/news/nevis-raised-40m/ View in Category
πŸ“° NEVIS raises $40m to disrupt all AI Notetakers
1 like β€’ 18h
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...
1-3 of 3
Frantz Widmaier
1
2points to level up
@frantz-widmaier-1148
Founder and CEO of Altitude / CEO Bill Good Marketing

Active 16h ago
Joined Dec 4, 2025
Powered by