The Ultimate AdvisorTech Stack for 2026

AdvisorTech has changed a LOT in the past year since I published the 2025 edition of this book! AI has arrived. But it's more than just AI. I've realized the best AdvisorTech on planet Earth won't get you where you need to go. You need a better mindset. A mindset about yourself, your goals, your niche... the transformation you're going through to live your epic story and the transformations you're guiding your clients on. This year's "Ultimate Book" will be a lot more woo-woo than last year. Sure, it'll talk about tech, talk about niches and marketing... but even more importantly, what is the transformation journey that you are on? Who are you becoming? And who are you helping your clients become?