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AdvisorTechBook LIVE 🎙️
100 members • $99/month
2 contributions to AdvisorTechBook LIVE 🎙️
23d •
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.
2 likes • 3d
I call T3 the peacock feather conference - it's amazing for tech companies who want to show off what's new or announce something. There are good opportunities to see demos of your competitors (if they have a breakout or are exhibiting), and meet other heads of product/product managers and C-suite. For a tech provider, it's better for brand awareness vs coming back with a long list of prospects.
2 likes • 3d
@Joe Moss In my experience, Future Proof Festival* is better for brand awareness and networking, unless you're willing to invest in a great booth position or a unique advisor experience. Have heard mixed reviews on the breakout meetings - advisors are required to do them for free/discounted attendance, so the lead list isn't great. As a partner meeting other partners, I love the event, it's second to none for networking. So it depends on priorities and goals of the event for sure. (*I have not made it to CityWide yet)
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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 • 3d
Hi everyone! I’m Rachel Cameron, Head of Partnerships at Nitrogen. I’ve been in the wealth management industry for about 15 years, including several years at Black Diamond Wealth Platform where I helped build their integration partner program at the launch of their API. At Nitrogen, I work closely with our custodian and IBD partners, collaborate with our strategic integrations on go-to-market efforts, and build relationships with consultants and other key partners. I love helping solve real advisor pain points and working with partners to help advisors grow and look like a hero to their clients.
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Active 20h ago
Joined Jan 9, 2026
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