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Conversations at the intersection of advisortech, organic growth, RIA operations, and human potential.
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221 contributions to AdvisorTechBook LIVE 🎙️
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4d •
Adam Saubel - Saubel Financial Group - $18mil
Link to comment on LinkedIn 💡Compare to The Ultimate Stack - Column W Connect with Adam: - LinkedIn - Saubel Financial Group: https://www.saubelfinancialgroup.com/ The REAL Tech Stack: - Email/Calendar - Microsoft - Video Meetings - Teams - Phone/texting - CurrentClient - Scheduling - Calendly - CRM - Wealthbox - Email Newsletter - FMG - Custodian - Altruist - AI / Tax planning - Hazel - Financial Planning - RightCapital - Archiving - MirrorWeb - RTQ/Proposals - Nitrogen - Accounting - Quickbooks Online
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1 like • 4d
@Niki Clark I'll do some market research
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4d •
Ep 44. All About Private Investments with Alex & Ayo of Bridge
with @Alex Goodwin and @Ayo Ekhator of Bridge We talked about: - How they met at Harvard - Pre-AI vs. Post-AI software development - Pre-Transaction vs. Post-Transaction solutions - State of the alts market For more on this category as a whole, check out this new section in the classroom: https://www.skool.com/advisortechbook/classroom/a7b893b3?md=42bce4962dfb4b089e6f5934e5cb13ba
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1 like • 4d
@Niki Clark I think just like with a human, trust has to be built - and AI for some functions has pretty low trust right now.
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10d •
Ep 43. Mark Tenenbaum, Director of Research at Kitces.com
with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing
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1 like • 10d
@Niki Clark well, maybe not that they won't consolidate, but that overall there will be more since the barrier to entry is now so low?
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17d •
need feedback - The Ultimate AdvisorTech Stack for 2026
Write-up on Substack here. @Cornelius Graubner suggested I put together pricing info for the full stack of recommendations... which leads me to be frustrated at how many tools there are :) I'd love your feedback as I build this out! You can comment on any cell in the google sheet: https://docs.google.com/spreadsheets/d/15tkleI7a95u-8jk1DPtc324yEmILI8j-QrntVXfn8n8/edit?usp=sharing
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0 likes • 15d
@Ryan Pledger Oh my word! Waaaay too many logins! Yes, for sure, I think the output that clients actually WANT does not require all the analysis that advisors like to focus on. Hence why I chose Kerdora. I've heard good things about Elements too, but it's been way overpriced for a while.
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0 likes • 11d
@Steve Abbett thanks! I can't wait either 😂
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2 likes • 11d
Me too! I've long been a big fan of the map and the reports, and excited to dive deep into all of it with him.
1-10 of 221
Active 2h ago
Joined Aug 7, 2025
INTJ
Illlinois
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