Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More

Memberships

AdvisorTechBook LIVE πŸŽ™οΈ

137 members β€’ $99/month

RIA Operators

1.1k members β€’ Free

The Exchange

747 members β€’ $99/m

4 contributions to AdvisorTechBook LIVE πŸŽ™οΈ
Ep 42. From Template Slop to AI Slop to REAL video-first advisor branding
with @Daniel Keever of Evergreen Financial Marketing
1 like β€’ 8d
One of the best in the biz! πŸ˜€πŸ“Ή
πŸ“° 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 β€’ Feb 5
@Taylor Stewart Love it! πŸ˜€πŸŽ‰
1 like β€’ Feb 6
@Daniel Keever Thank you. 😊 All about keeping it Classy! And agree 100%! It's understandable for advisors (and anyone!) to be a little nervous about asking for online reviews for the first time, but if you asked every single one of the hundreds of advisors in our community who have now gathered their first online reviews, you'll hear every single one of them say they are VERY happy they took the leap. Clients LOVE their advisors! 🀩
Ep 22. Custom Portfolios with Alex Graf from Modelist
@Alex Graf Connect with him here! https://www.linkedin.com/in/institutionalbizdev/
4 likes β€’ Jan 22
When @Alex Graf talks, everyone should listen! Hi Alex! πŸ‘‹πŸ˜€
3 likes β€’ Jan 22
πŸ˜€
What is the ULTIMATE organic growth strategy? in your opinion
So clearly our industry has a massive organic growth problem... How do YOU think we fix this?
0 likes β€’ Jan 11
@Niki Clark But those objects are so darn shiny! πŸ˜…
1-4 of 4
Brian Thorp
2
7points to level up
@brian-thorp-6917
Founder and CEO of Wealthtender.

Active 8d ago
Joined Jan 11, 2026
Powered by