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AdvisorTechBook LIVE ๐ŸŽ™๏ธ

139 members โ€ข $99/month

RIA Operators

1.1k members โ€ข Free

2 contributions to AdvisorTechBook LIVE ๐ŸŽ™๏ธ
Building websites is incredibly easy now
There is absolutely no reason to pay someone like $MG to do it anymore. I have no affiliation with these guys: http://www.10web.io/
3 likes โ€ข Dec '25
That is like saying there is no reason to pay an advisor to do planning for you. Itโ€™s a matter of your time, desire and cash flow. It may be simple but that doesnโ€™t make it easy.
๐Ÿงญ Start Here - Introductions ๐Ÿ‘‹๐Ÿผ
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" ๐ŸŽฏ 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! ๐Ÿš€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: - ๐ŸŽง AdvisorTech Podcasts - ๐Ÿ—ƒ๏ธ AdvisorTech Directory (demos on demand - ๐Ÿšง under construction ๐Ÿšง) - ๐Ÿ“ฐ AdvisorTech News - ๐Ÿ’ก Real Tech Stacks - ๐Ÿ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - ๐Ÿค– All the AI Notetakers for Advisors Don't forget to introduce yourself below! ๐Ÿ‘‡ ๐Ÿ—บ๏ธ Then check out the map and see who lives near you!
๐Ÿงญ Start Here - Introductions ๐Ÿ‘‹๐Ÿผ
1 like โ€ข Nov '25
@Jose M Lopes thanks. Gotta stay connected to human element when it comes to planning. Personal finance is more personal than finance.
1 like โ€ข Nov '25
@Jay Coulter love the podcast jay
1-2 of 2
Christopher Clepp
2
10points to level up
@christopher-clepp-1453
I'm Christopher Clepp ChFCยฎ, a Chicago native, father to three amazing kids

Active 3d ago
Joined Nov 5, 2025
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