The Technology Stack of Million-Dollar Advisors (It's Not What You Think)
I always thought million-dollar advisors had some secret technology advantage that the rest of us were missing. You know the feeling—scrolling through fintech conference agendas, wondering if you're falling behind because you don't have the latest AI-powered portfolio optimization tool or the newest client experience platform that promises to "revolutionize wealth management."
So when I got the chance to audit the actual tech stacks of five advisors generating $1M+ in annual revenue, I was excited to finally see what elite-level technology really looked like. I expected to discover some cutting-edge arsenal of sophisticated tools that would explain their success.
What I found completely contradicted everything I'd been told about "elite" technology.
These million-dollar advisors weren't using the newest, most expensive tools. They weren't early adopters of every shiny fintech innovation. Instead, they were using surprisingly simple systems—often the same basic…