Advicers
Private
10 members
$29/month
🚀
For financial advisors and RIA owners who want a leaner tech stack that actually works.
Michael Whitman, a solo CFP®, cut 10 tools down to 4 and fixed a 2-year integration problem. The full hour, with chapters, is inside.
Every week:
🔴 Tuesday Stack Swap: share your stack, get honest feedback from advisors who’ve tried the alternatives
🔴 Thursday AI office hours: bring a task, leave with a prompt or tool that does it
🔴 Monthly Demo Day: two vendors, members’ questions only
Plus courses on tech stacks, CRM and planning software, and AI for advisors (more coming), built on data from 9,263 wealth management firms.
Hosted by Joe Moss, founder of AdvisorTechBook and Advicer.bio. No vendor pitches in the feed.
$29/mo, cancel anytime.
