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Performance Mastery

71 members • Free

AdvisorTechBook 🚀

78 members • $99/month

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1 contribution to AdvisorTechBook 🚀
🧭 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 👋🏼
0 likes • 7d
@Jose M Lopes ha, thanks!
1 like • 6d
@Joe Moss I am not familiar with Steve Sims but a quick look at his Instagram gave me a little insight that he marches to the beat of his own drum and good for him! When talking different, I mean different branding, different messaging, different presence. Advisors often come to us saying they want to stand out and I remind them that in order to do so, they have to break away from the standard mold. Being an advisor, there are regulations, but those regulations don't mean you can't share personality and they definitely don't mean you have to be boring.
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Niki Clark
1
2points to level up
@niki-clark-3884
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

Active 6d ago
Joined Dec 24, 2025
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