Alex Graf

Organic growth comes from YOUR BRAND. It's the stories people tell about your when you are not in the room about how you serve. Further, its the credibility of your brand when delivered through a marketing context. If you marketing message gets clients to more quickly align with the brand you built, the time in a sales funnel should decrease. Even if you focus on inorganic growth as a business, doesn't the seller want their clients to be taken care of? Yet again, BRANDING. Hopefully I can bring this home on our pod tomorrow!

Joe Moss

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Nov '25 •

🎯 Niches

Who is your niche?

So what is a niche... and why do you need one? - A niche is where a specific person meets a specific problem and you guide them to a specific transformation. - Once you know the specific transformation you help people achieve, it becomes much easier to build a list of them... - Ideally, a niche is 3,000 people or smaller. So, comment below, who is your niche?

New comment Nov '25

Alex Graf

1 like • Nov '25

Ours is Independent RIAs from 50-500m who need investment support, don’t want to outsource to a manager/TAMP, but also don’t want to hire more analysts.

Alex Graf

1 like • Nov '25

@Joe Moss I have not, but I’m about to!

Joe Moss

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Aug '25 •

General discussion

🧭 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 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

New comment 21d ago

Alex Graf

1 like • Nov '25

1. the who, what, where - Do the same things for custom models' ETFs did to Mutual funds. Make them easy to use, transparent and cost effective. Im tired of Wall St Selling complexity for high fees. We sell transparency for low fees. I live in Chicago! 2. Why'd you decide to join this community? I love nerds that love what they do in fintech 3. What are you working on currently? Creating a regional event strategy for RIAs 4. Lastly, any resources you'd love to see! networking with mutually beneficial partners and advisors.

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Alex Graf

@alex-graf-3310

Custom portfolios without a need for prop products. Everything transparent and rules based.

Active 20h ago

Joined Nov 13, 2025

ENTJ

Chicago

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