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Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 (2026 book in the works) I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! 🚀So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - 🗃️ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - 📰 AdvisorTech News - 💡 Real Tech Stacks - 🏅 Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - 🤖 All the AI Notetakers for Advisors Don't forget to introduce yourself below! 👇 🗺️ Then check out the map and see who lives near you!

Appreciate the invite to this select group! Looking forward to learning and participating. Happy to answer questions about women and money and how to effectively engage with the wealthiest most underserved market in the planet - women!

Hi everyone. About to do a live podcast for the first time with Joe. Always fun to do something different and out of the comfort zone. Wishing all of you nothing but the best.

Anybody read Seven Figure Firm by Erin Botsford?? She talks about how she took her firm from $300k to $3M revenue, then scaled to the point she sold the firm.. and none of the clients even knew because of how removed she was from the process. Such a good read, highly recommend. Comment below or HMU if you want the clean version!