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🧭 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 Don't forget to introduce yourself below! 👇 🗺️ Then check out the map and see who lives near you!
🧭 Start Here - Introductions 👋🏼
3 likes • Oct '25
Hi All! Former advisor & CEO who built and sold RIAs. I now help advisors, RIAs, and WealthTechs become unignorable with clear, sharp brand development and content messaging that actually moves your ideal clients at the pre-rational level--before you've ever pitched. I believe marketing isn't broken, marketability is. If you're tired of blending in and want to get more out of your marketing spend, I can help. @Joe Moss Joe is a friend, and following him is one of the ways I keep up with tech! - Website: https://www.neubefi.com/ - Free Magnetism Audit: https://neubefi.kit.com/magnetism-audit - Connect on LinkedIn: https://www.linkedin.com/in/drjoshuawilson/recent-activity/all/ - Recent Podcast on Spotify: https://open.spotify.com/episode/6e3N5mAxvEeG8TrMdFx0jt?si=ZHUudxscQAuuRwDm1UdFeQ - Recent Video Podcast w/ FPA: https://fpahub.org/resource/financial-planning-association-fpa-live-joshua-wilson-on-emotional-resonance-in-brand-building - Follow on YouTube:
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Joshua Wilson
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@joshua-wilson-1077
Catalyzing Advisor & FinTech Growth with Applied Behavioral Finance | Former Award-Winning Advisor & CEO | Board Member | Speaker | Professor

Active 17d ago
Joined Jan 10, 2026
ENTP
Dallas, TX
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