@AdvisorCrunch

Helping independent financial advisors 50+ use AI without surrendering judgment, relevance, or control. Build Tangible Alpha. Own your Alpha.

advisorcrunch.com
Joined March 2014
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  • Followers783
2.9KMedia

The Speed of Bad News

Article · @AaronKlein
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Advisor Crunch retweeted
Grant@TangibleAlphaMay 24
linkedin.com/posts/grantbarg…

The Advisor Who Anchors to External Certainty Eventually Loses the Ability to Generate Internal...

The advisor who anchors to external certainty loses the ability to generate internal authority. And once that happens… their future stops being self-governed. #AdvisorTruth #AdvisorCrunch #AlphaOwn...

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlphaMay 5
@"Your Firm’s AI Isn’t Just Helping You. It’s Rewriting Your Value."linkedin.com/pulse/your-firm… on @LinkedIn

Your Firm’s AI Isn’t Just Helping You. It’s Rewriting Your Value.

Every firm is rolling out artificial intelligence with the same promise: “We’re making our advisors more efficient, more informed, and more competitive.” That’s the headline.

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlpha11 Dec 2025
@"Stop Guessing: Track This One Thing and Your Growth Becomes Predictable"linkedin.com/pulse/stop-gues… on @LinkedIn

Stop Guessing: Track This One Thing and Your Growth Becomes Predictable

Advisors don’t plateau because they lack potential. They plateau because they measure everything except the behavior that drives their growth.

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlpha12 Dec 2025
Own your alpha.
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Advisor Crunch retweeted
Grant@TangibleAlpha23 Oct 2025
Your roadmap isn’t in someone else’s KPI sheet—it’s in your STAC system.
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Advisor Crunch retweeted
RIABiz
@RIABiz12 Aug 2025
ETF.com gets folded into Future Proof, with vast staff reductions; CEO Salim Ramji says Vanguard 'turned the corner' on tech woes, but slams door on crypto riabiz.com/a/2025/8/12/etfco…
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@"🎯 From Surface-Level to Shared Ownership"linkedin.com/pulse/from-surf… on @LinkedIn

🎯 From Surface-Level to Shared Ownership

The right question, at the right moment, with the right visual — that’s the unlock. Most advisors stop short.

linkedin.com
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linkedin.com/posts/grantbarg…

Altruist One: A New Custody Model for RIAs | Grant Barger 🟢 Alpha Maker posted on the topic |...

🚨 Big Move from Altruist — But Here’s What Advisors Can’t Afford to Miss Altruist just announced Altruist One, a new subscription-based custody model for independent RIAs. For 0.01% per month...

linkedin.com
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What in the Chat GPT is going on w/ Advisor Crunch?
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Advisor Crunch retweeted
RIABiz
@RIABiz9 Aug 2025
Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black Diamond, Tamarac, Addepar, Advyzon -- to tout countering performance data and stories of triumph and momentum riabiz.com/a/2025/8/9/orions…

Orion's prideful 'cementing' release and its '$5-trillion' milestone prompts rivals -- Black...

The top four performance software makers have grown their administered assets by an average of 177.6% in the last five years, but it's still a horse race when it comes to 2030 and beyond

riabiz.com
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Advisor Crunch retweeted
RIABiz
@RIABiz6 Aug 2025
GeoWealth rakes in second Wall Street-branded 'Series-C' tranche, this time $38 million, as Apollo joins BlackRock and J.P. Morgan riabiz.com/a/2025/8/6/geowea…

GeoWealth rakes in second Wall Street-branded 'Series-C' tranche, this time $38 million, as Apollo...

The Chicago-based TAMP keeps getting alts biggies as backers -- a wise move, analysts say -- but whether RIAs swallow alts is a big question mark

riabiz.com
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Advisor Crunch retweeted
Grant@TangibleAlpha5 Aug 2025
@"🧩 The Tangibility Trigger: Tools That Lower Client Defenses"linkedin.com/pulse/tangibili… on @LinkedIn

🧩 The Tangibility Trigger: Tools That Lower Client Defenses

Advisors don’t need more content — they need better context. If you’re hitting a wall in client conversations, it’s not because your clients don’t care.

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlpha17 Jul 2025
Check out Advisor Crunch's video! #TikTok tiktok.com/t/ZT6FEWGrU/
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@"What is H2H? "linkedin.com/pulse/what-h2h-… on @LinkedIn

What is H2H?

Why Mass Marketing is Dead: The Future is Human-to-Human (H2H) Communication Let’s be honest: Clients don’t want to be sold to. They don’t care about generic newsletters, automated emails, or...

linkedin.com
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@"The Execution Gap Is Quietly Killing Advisor Growth"linkedin.com/pulse/execution… on @LinkedIn

The Execution Gap Is Quietly Killing Advisor Growth

Monday anchors our Alpha in Action content series and kicks off a critical week leading into our first newsletter drop. This article is designed to spark momentum and reinforce execution as the...

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlpha27 Mar 2025
@"Advisor Alpha in Action: How Financial Advisors Can Prove Their Value "linkedin.com/pulse/advisor-a… on @LinkedIn

Advisor Alpha in Action: How Financial Advisors Can Prove Their Value

Are You Showing or Just Telling? Many financial advisors struggle with one key issue: They talk about their value but rarely demonstrate it. They say they provide personalized service, deep experti...

linkedin.com
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Advisor Crunch retweeted
Grant@TangibleAlpha27 Mar 2025
linkedin.com/pulse/advisor-c… #ownyouralpha #advisors
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Advisor Crunch retweeted
Grant@TangibleAlpha26 Mar 2025
@"Advisor Crunch Monthly – Issue 01"linkedin.com/pulse/advisor-c… on @LinkedIn
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Advisor Crunch retweeted
Grant@TangibleAlpha15 Feb 2025
An unfiltered conversation with Chamath Palihapitiya youtube.com/clip/Ugkxfrkl4Lu… via @YouTube
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