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To have the most interesting conversations anywhere about AdvisorTech.
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219 contributions to AdvisorTechBook LIVE 🎙️
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5d •
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 • 5d
@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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12d •
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 • 10d
@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 • 6d
@Steve Abbett thanks! I can't wait either 😂
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2 likes • 6d
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.
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8d •
Ep 42. From Template Slop to AI Slop to REAL video-first advisor branding
with @Daniel Keever of Evergreen Financial Marketing
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1 like • 8d
@Brian Thorp I’ve enjoyed getting to know him!
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Aug '25 •
2026 Annual T3/Inside Information Advisor Software Survey
by Bob Veres and Joel Bruckenstein - 2026 T3/Inside Information Advisor Software Survey - 2025 T3/Inside Information Advisor Software Survey - 2024 T3/Inside Information Advisor Software Survey - 2023 T3/Inside Information Advisor Software Survey - 2022 T3/Inside Information Advisor Software Survey - 2021 T3/Inside Information Advisor Software Survey - 2020 T3/Inside Information Advisor Software Survey - 2019 T3/Inside Information Advisor Software Survey - 2018 T3/Inside Information Advisor Software Survey - 2017 T3/Inside Information Advisor Software Survey AdvisorTech Surveys
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2 likes • 11d
2026 Survey results out!!!
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1 like • 8d
@Niki Clark These surveys are intense! I've tried in the past to read through the entire thing, but it's a lot to take in. I've even printed them out - the Kitces version is like an inch think double sided! I typically focus on satisfaction scores over market share...
1-10 of 219
Active 9h ago
Joined Aug 7, 2025
INTJ
Illlinois
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