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AdvisorTechBook LIVE 🎙️
137 members • $99/month
Million Dollar Workshop
343 members • Free
Females And Finance
53 members • Free
22 contributions to AdvisorTechBook LIVE 🎙️
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2d •
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
1 like • 1d
Curious about Hazel. I haven't had much time to delve into it but so far hearing good things.
0 likes • 21h
@Joe Moss oh this is going to be fun!!
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2d •
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
1 like • 1d
Great conversation! Yes, there are always and will always be ways to run a business better. Even if it's just by 0.00001%. There will always be room for improvement. Also, great point about how people are naturally assuming that AI is right. Accurate. Personally speaking, what I am seeing on the creative side, we have people that say they ran something through ChatGPT and ChatGPT told them _________________________ and believe it to be fact. Garbage in, garbage out.
2 likes • 22h
@Steve Abbett painful. Very painful. And yet a lot of people are basing their "findings" and "facts" from ChatGPT. Have you seen the image test? ChatGPT was asked to recreate the same image 200 times without changing anything, using the exact same prompt every single time. https://www.instagram.com/reel/DS0W3-tD9ro/?utm_source=ig_web_copy_link
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8d •
Ep 43. Mark Tenenbaum, Director of Research at Kitces.com
with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing
0 likes • 7d
@Joe Moss yes, the barrier is quite low. I always think that more might come but after some stress testing, how many have staying power. Great discussion!
1 like • 3d
@Stevyn Guinnip thank you for the work you do. People are paying attention. Trust me, I hear it from many advisors. Keep up the great work.
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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
1 like • 12d
There is so much information here. Here's to some light weekend reading. Anything in particular that stuck out to you @Joe Moss and @S. Tate-Plans ?
1 like • 11d
@Joe Moss that's what I'm paying attention to as well
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15d •
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
1 like • 15d
LOVE IT!
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@niki-clark-3884
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.
Active 20h ago
Joined Dec 24, 2025
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