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!

So clearly our industry has a massive organic growth problem... How do YOU think we fix this?

Hi everyone 👋🏼 I’m new here, so quick intro. I’m Stevyn, and I live in Madeira, Portugal. @Joe Moss and I are recording a podcast together in February (really looking forward to it), and it prompted me to spend more time in this group. I’ve already gotten a ton of value from the conversations here. I’m planning my travel back to the U.S. for fall conference season and want to be intentional since I’m coming from overseas. A few clients have recommended Future Proof in September, and I’m considering going for a few reasons: - meet some LinkedIn friends in real life - share my new book (I’ll be bringing copies) - learn from the best in the industry For those of you who’ve attended… would you recommend Future Proof? Or if you had to pick one “can’t miss” conference, what would it be and why? Thanks! 💚🧡

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 now available for pre-order!) 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 - 🚀 Tech growing fast - 👀 Tech to watch

Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.