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Live Podcast with Investipal is happening in 7 hours
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Ep 5 - The Financial Planning output clients actually want
with @Taylor Stewart of Kerdora View in Category View in Podcast Timestamps coming soon!
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Ep 5 - The Financial Planning output clients actually want
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🧭 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 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 Don't forget to introduce yourself below! 👇
🧭 Start Here - Introductions 👋🏼
Building websites is incredibly easy now
There is absolutely no reason to pay someone like $MG to do it anymore. I have no affiliation with these guys: http://www.10web.io/
📰 NEVIS raises $40m to disrupt all AI Notetakers
https://www.neviswealth.com/news/nevis-raised-40m/ View in Category
📰 NEVIS raises $40m to disrupt all AI Notetakers
LIVE - Build better financial plans in less time with Kerdora
Join us live on Thursday! @Taylor Stewart 2pm ET, 11am PT Add to Calendar View in Category
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LIVE - Build better financial plans in less time with Kerdora
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AdvisorTechBook 🔥
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Curating the people and tech to help you build the very best RIA you can! 🧘
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