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AdvisorTechBook LIVE 🎙️
112 members • $99/month
8 contributions to AdvisorTechBook LIVE 🎙️
2 likes • 2d
This was a good one. Steve makes great points on how every RIA website looks the same... Its no wonder they have trouble standing out from the crowd!
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7d •
Ep 30. AI for Advisors co-hosts come on the anti-AI podcast :)
@Mark Heynen and @James Cantwell come on the pod and we have a blast! Well, I did. Let's do this again... and often.
1 like • 2d
Nerdy, but I liked it!
1 like • 2d
@Joe Moss not for me! Just reinforces you are someone we should be listening to and watching.
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9d •
Ep 28. How to add $1bil AUM in under a year
with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.
1 like • 2d
@James Conole I've "hunted" thousands of RIAs in my day. Listening to how you built the Rooted brand out gave me hope for our industry's future! Great pod guest @Joe Moss
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9d •
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
1 like • 9d
Congrats @Brian Thorp !! Not surprised, but congrats nonetheless!
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23d •
Ep 22. Custom Portfolios with Alex Graf from Modelist
@Alex Graf Connect with him here! https://www.linkedin.com/in/institutionalbizdev/
1 like • 23d
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3 likes • 23d
@Brian Thorp you’re too kind! I could say the same for you 🫡🫶🏼
1-8 of 8
@alex-graf-3310
Custom portfolios without a need for prop products. Everything transparent and rules based.
Active 1d ago
Joined Nov 13, 2025
ENTJ
Chicago
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