the Map is collapsing
CRM now does Data Gathering
AdvisorTechBook
Curating the people and tech to help you build the very best RIA you can! 🧘
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Latest episodes
Jake Gardner, CFP® - Defining Wealth - $65M
slicing a tech stack 2 ways
AI Notetaker turned Lead Gen
Relationships are everything
5.20.2026
Slant x CurrentClient x Altruist (well, not yet :)
The Ultimate Book(s) for the Ultimate Advisor
there... we did it again.
InfluenceLab.io & SageContent
organic growth cont.
Ep 46. Analog Attention Arbitrage
Season FINALE!! with Steve Abbett of Nexruto
Ep 45. AUM vs. Flat Fee Pricing - where's the value??
with Sam Flaten, CFP®, ChFC® of LEVR Planning
Going Stackless
The Revenue Operating System
Ep 44. On private investments reporting & AI
with Alex Goodwin and Ayo Ekhator of Bridge
The "Go at It" framework
if you need a laugh
Ep 43. The Future of the Kitces AdvisorTech Map Foretold 🔮
with Mark Tenenbaum, Director of Research at Kitces.com
Ep 42. From Template Slop to AI Slop to "The Golden Bullet"
with Daniel Keever of Evergreen Financial Marketing
📌📌📌Part III of The Ultimate Stack!
with Real Tech Stacks and everything!
DON'T SELL OUT!!!
a message to the underdogs
Ep 40. Stop Being the Dentist Who Cleans Teeth
with Erin Botsford, CFP® of The Advisor Authority
there is no "best" way
but there might be your "best" way
📌📌Part II of the Ultimate AdvisorTech Stack for 2026
the juicy stuff
Ep 41. Helping clients beat procrastination on Estate Planning
with Matt Morris of EncorEstate Plans
📌The Ultimate AdvisorTech Stack for 2026 - Part I
all the chips... on the table