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AdvisorTechBook LIVE 🎙️

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2 contributions to AdvisorTechBook LIVE 🎙️
Hazel vs RightCapital
Anyone have any feedback on Hazel vs RC? Can Hazel eliminate any other tech stack components?
2 likes • 4d
Hey Joel! Yes, depending on how you use your stack and how you've trained your clients. Hazel has been commercially available for about 6 days, so there is no official implementation playbook. Sort of the wild west right now... Tons of ways to customize and the capabilities will evolve almost weekly, just like Hazel Tax Planning has. In other words, Hazel can eliminate any other portion of your tech stack. It just comes down to how much time you want to put into learning and implementing a completely new paradigm. It's the future in my opinion, might as well start skating towards where the puck is headed.
Ep 45. AUM vs. Flat Fee pricing models with Sam Flaten of LEVR Planning
with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up
1 like • Apr 9
@Steve Abbett HML! sam@levrplanning.com
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Sam Flaten
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@sam-flaten-7814
I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.

Active 4d ago
Joined Mar 5, 2026
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