Write-up on Substack here. @Cornelius Graubner suggested I put together pricing info for the full stack of recommendations... which leads me to be frustrated at how many tools there are :) I'd love your feedback as I build this out! You can comment on any cell in the google sheet: https://docs.google.com/spreadsheets/d/15tkleI7a95u-8jk1DPtc324yEmILI8j-QrntVXfn8n8/edit?usp=sharing

by Bob Veres and Joel Bruckenstein - 2026 T3/Inside Information Advisor Software Survey - 2025 T3/Inside Information Advisor Software Survey - 2024 T3/Inside Information Advisor Software Survey - 2023 T3/Inside Information Advisor Software Survey - 2022 T3/Inside Information Advisor Software Survey - 2021 T3/Inside Information Advisor Software Survey - 2020 T3/Inside Information Advisor Software Survey - 2019 T3/Inside Information Advisor Software Survey - 2018 T3/Inside Information Advisor Software Survey - 2017 T3/Inside Information Advisor Software Survey AdvisorTech Surveys

with @Erin Botsford of The Advisor Authority What was the skill? Well, we talked about several: - Closing - at 95% - RichSpeak - learning the language and problems of your ICP - Delegating the work of the business to servicing advisors Full write-up on Substack coming soon! You can view it here: advisortechbook.substack.com