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AdvisorTechBook LIVE πŸŽ™οΈ

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2 contributions to AdvisorTechBook LIVE πŸŽ™οΈ
Ep 44. All About Private Investments with Alex & Ayo of Bridge
with @Alex Goodwin and @Ayo Ekhator of Bridge We talked about: - How they met at Harvard - Pre-AI vs. Post-AI software development - Pre-Transaction vs. Post-Transaction solutions - State of the alts market For more on this category as a whole, check out this new section in the classroom: https://www.skool.com/advisortechbook/classroom/a7b893b3?md=42bce4962dfb4b089e6f5934e5cb13ba
3 likes β€’ 11d
I like how they discuss private credit and acknowledge the potential risks involved for uneducated investors. Perhaps they already do, but I'd love to see them attempt to educate FA's and spur debate among FAs on the risks especially around reporting and liquidity. Jason Zwieg in the WSJ currently does a really good job. If the IVY league doesn't understand the terms nobody feels bad. If ultra rich families and pensions don't understand the terms...that's on them. Now it's coming the "mass-affluent" investors, sometimes referred to as mom-and-pop investors, through FA's, a lot of great FA's really couldn't tell you what a leverage ratio is or wrap their heads around a basic corporate balance sheet. I would argue the alt's belong in something akin to the equity side of their equity to FI ratios, even though it is private credit. All things I think the FA community should be discussing and I don't see, perhaps Alex and Ayo could promote these conversations because demand for the investments is there.
1 like β€’ 10d
@Niki Clark yikes!
need feedback - The Ultimate AdvisorTech Stack for 2026
Write-up on Substack here. @Cornelius Graubner suggested I put together pricing info for the full stack of recommendations... which leads me to be frustrated at how many tools there are :) I'd love your feedback as I build this out! You can comment on any cell in the google sheet: https://docs.google.com/spreadsheets/d/15tkleI7a95u-8jk1DPtc324yEmILI8j-QrntVXfn8n8/edit?usp=sharing
1 like β€’ 18d
list is awesome. I have a friend at a credit union who can't wait for the book. Solves such a big issue for aspiring RIA's.
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Steve Abbett
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@steve-abbett-3850
Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

Active 4d ago
Joined Mar 3, 2026
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