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AdvisorTechBook LIVE 🎙️

134 members • $99/month

Advisor Jetpack

939 members • Free

Elite Catalyst

224 members • Free

Elite VFO Community

485 members • Free

Trained Advisor

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FA Success Syndicate

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RIA Operators

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1 contribution to AdvisorTechBook LIVE 🎙️
🧭 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 👋🏼
1 like • Nov '25
Hello Everyone! Mark Wade here. As a 48-year veteran of the financial services industry, my career has spanned advisory, management, and corporate roles, and I have operated an RIA since the early 2000s. I'm excited to have joined as a premium member of the community.
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Mark Wade
1
3points to level up
@mark-wade-6513
President of Echelon Virtual Family Office (dba/Retirement Suite), Echelon Wealth, and Echelon Resource Teams.

Active 24h ago
Joined Nov 10, 2025
ENTJ
Sarasota, Florida
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