The community

Advicers.

The community behind Advicer.bio: advisors trading what works.

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Stack Swap, live every Tuesday. Show your tech stack, get honest feedback.
AI office hours every Thursday.
A vendor Demo Day every month.
Playbooks on tech, AI, getting found and going independent.
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Members

Katherine BeltranManager of Client Experience at Simplicity Ops

Michael C. Whitman, MBA, CFP®Virtual Financial Planner

Patricia DonalsOperations Integrator / Project Manager

Joe Moss 🚀✍🏼 Writer & Community Builder, AdvisorTechBook / Advicer.bio

Kate GuillenWe’re on a mission to help advisors build thriving practices by transforming complex operations into simple systems!

Mark Tenenbaum, Ph.D.Director of Research, Kitces.com

Jake Cazier, CFP®Founder/Advisor - Canyon Strategic Wealth | Founder - CanyonOps

Sam Flaten, CFP®, ChFC®Founder @ LEVR | Advisor Force Multiplier

Arin PieramiciFounding Marketing Manager at Greenboard

Craig NealFounder, ThirdNexa | Third-Party Risk Management for SEC-Regulated Firms

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Come trade notes.

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