The Ultimate Book(s) for the Ultimate Advisor

Finishing this book felt like “pulling teeth from chickens” as my wife likes to say.

Fun fact: Chickens don’t have teeth… which makes them especially hard to pull.

But doing something like publishing a book two years in a row is a small feat.

Publishing an “Ultimate AdvisorTech Stack” is a near impossibility.

Especially now that a new AI tool for advisors is being released daily, er… weekly.

It came a few months late, kind of like Wealthbox’s AI Notetaker.

But it has arrived… which is more than we can say about Redtail or Advyzon’s AI Notetaker.

We’re still waiting on them. :)

The Ultimate AdvisorTech Stack for 2026 is bigger:

Not so sure if the book is better, but the tech is definitely better.

You can pick it up on Amazon for the minimum price of $12.99.

View on Amazon

Or buy one for your advisor friend that is starting their own RIA. Or buy one for your advisor friend leaving the big, bad Wirehouse.

Or don’t.

But if you do…

It pairs very well with the similarly-sized book by the infamous David DeCelle and Dan Allison: “Organic Growth Revolution”

I mean, if you solve your tech stack and your organic growth… you’ve basically got the cat in the bag. Or out of the bag…

If the four big problems for RIAs are:

• Tech Stack

• Growth

• Operations

• Human Capital

At least, we’ve got 3 out of four.

Well, that’s really all I have to say. For the rest of it, you’ll have to read the book.

Enjoy,

Joe

P.S. In Chapter 6, Dr. Joshua Wilson breaks down why I write like I do… it’s interesting.