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• AdvisorTechBook

  Curating the people and tech to help you build the very best RIA you can! 🧘

  20 posts · theirs

Lately

• the Map is collapsing

  AdvisorTechBook · 2026-07-30

• Jake Gardner, CFP® - Defining Wealth - $65M

  AdvisorTechBook · 2026-06-25

• AI Notetaker turned Lead Gen

  AdvisorTechBook · 2026-05-21

• 5.20.2026

  AdvisorTechBook · 2026-05-14

• The Ultimate Book(s) for the Ultimate Advisor

  AdvisorTechBook · 2026-05-06

• InfluenceLab.io & SageContent

  AdvisorTechBook · 2026-04-30

• Ep 46. Analog Attention Arbitrage

  AdvisorTechBook · 2026-04-24

• Ep 45. AUM vs. Flat Fee Pricing - where's the value??

  AdvisorTechBook · 2026-04-08

• Going Stackless

  AdvisorTechBook · 2026-03-31

• Ep 44. On private investments reporting & AI

  AdvisorTechBook · 2026-03-24

• The "Go at It" framework

  AdvisorTechBook · 2026-03-18

• Ep 43. The Future of the Kitces AdvisorTech Map Foretold 🔮

  AdvisorTechBook · 2026-03-17

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