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AdvisorTechBook LIVE ๐ŸŽ™๏ธ

137 members โ€ข $99/month

1 contribution to AdvisorTechBook LIVE ๐ŸŽ™๏ธ
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 โ€ข 6d
list is awesome. I have a friend at a credit union who can't wait for the book. Solves such a big issue for aspiring RIA's.
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Steve Abbett
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4points to level up
@steve-abbett-3850
Founder, Nexruto - When a financial advisor speaks in front of a crowd, they make money

Active 4d ago
Joined Mar 3, 2026
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