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! 👇

While at a conference yesterday I overheard a number of advisors completely dismiss the idea of communicating with clients via text. Seems texting is still a yes or no situation at many firms. Interesting timing given this new article saying the SEC has eased up on texting. Hopefully it is a sign of where things are heading. What is everyone’s opinion or experience with texting? The SEC has cut down on off-channel texting probes, compliance execs say - Citywire

Hey Guys, excited to be part of the community 👨‍👧‍👧 and connect 🤝 with fellow builders, innovators, and operators shaping the future of RIA tech 🤖

$99/mo or $999/yr - Join the VIP tier here - ✨ The 3,000 Project - Grow your business in community - Optimize your marketing - Optimize your tech stack (including my picks for The Ultimate AdvisorTech Stack for 2026) - Unlimited emails with Joe - Track your progress with the exact system and tools I'm using - Peer Accountability

Hi everyone. Look forward to connecting and viewing everyone’s SME content!