Hi everyone 👋🏼 I’m new here, so quick intro. I’m Stevyn, and I live in Madeira, Portugal. @Joe Moss and I are recording a podcast together in February (really looking forward to it), and it prompted me to spend more time in this group. I’ve already gotten a ton of value from the conversations here. I’m planning my travel back to the U.S. for fall conference season and want to be intentional since I’m coming from overseas. A few clients have recommended Future Proof in September, and I’m considering going for a few reasons: - meet some LinkedIn friends in real life - share my new book (I’ll be bringing copies) - learn from the best in the industry For those of you who’ve attended… would you recommend Future Proof? Or if you had to pick one “can’t miss” conference, what would it be and why? Thanks! 💚🧡

So clearly our industry has a massive organic growth problem... How do YOU think we fix this?

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 now available for pre-order!) 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

Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.

Hi there everybody. Joe Moss kindly invited me in to hopefully carry on our side conversation regarding organic growth. There's a lot of chatter surrounding AI Fintech solving the prospecting problem for advising firms. I think it's worth considering that the problem for consumers is a better problem to focus on. Consider the following: 1) Generally consumers can benefit from professional financial guidance well in excess of the regular cost. 2) The range of the quality of professional financial guidance is overwhelmingly vast and difficult for the average consumer to navigate. 3) Most consumers don't have the time or energy to research point #2, with a net result that most consumers constantly postpone engaging with an advisor. 4) There is an absolutely massive amount of consumer data for sale, particularly data that is predictive on money in motion (job changes, inheritances, home purchases, etc). 5) Big companies are spending billions to try to use #4 to win business. 6) It's unlikely that the highest bidder on marketing spend is also the best fit for the consumer. So, the meta question for me is, how do we as advisors encourage consumers to take ownership and initiative to find the right professional for their situation, and appropriately position our services in that universe?