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Mar 10 •
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
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14d •
Hazel vs RightCapital
Anyone have any feedback on Hazel vs RC? Can Hazel eliminate any other tech stack components?
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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 book just completed - May 5th!) 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 Don't forget to introduce yourself below! 👇 🗺️ Then check out the map and see who lives near you!
Aug 11 •
Happy to be here!
New here! Anytime I enter a new group I try my best to give first and share anything I know. So, I figured I'd introduce myself by giving out the thing I would have wanted when we started. I'm Cale. I run an RIA, and for the last couple of years a lot of our growth has come from cold email rather than just referrals. It took 11 months and about $10K before it worked, and most of that was spent learning things the hard way that somebody could have just told me. So I wrote all of it down — the campaigns we actually run, 500 templates written for advisors, the research process we go through before entering a new niche, the follow-up, and the things we got wrong. It's totally free, and hopefully it helps some of you bring on new clients and help more people. If you're trying to grow without waiting on referrals, or want something to run alongside your other marketing, this guide should save you about 11 months, haha: https://docs.google.com/document/d/1Pg0Ns-67kuODP_IKAV9hIvWsYGEZN7xbWF4T4FlR-jo/edit?usp=sharing If you're already running your own marketing and you've found things that work, I'd love to trade notes and learn what's working for you!
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Aug 13 •
Tax Planning~WAYT ... Holistiplan vs. Hazel vs. Hive Tax AI
I got a question on tax planning software and wanted to get others opinions: "I'm an AdvisorTechBook subscriber and had a question on tax software. I am leading the charge on bringing on a software for our firm that allows us to run tax projections and present visuals. What are your thoughts on Hive Tax AI. I have demoed all of them and used to use Holistiplan but want an experts thoughts on which tool will be the best one for the future. Thanks!" So... what are you using? What have you used? What's the future of tax planning software?
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