@TangibleAlpha

Founder of Advisor Crunch | Creator of Own Your Alpha | training financial advisors to use AI to beat AI 🤖

advisorcrunch.com
Joined May 2011
  • Tweets30.5K
  • Following3K
  • Followers3.3K
9KMedia
advisor-alpha-strengths-audi…

Your Strengths. Your Next Chapter. | Advisor Alpha Strengths Audit

For independent advisors 50+ planning their next 3–5 years. Recognize your earned strengths and get practical steps toward Alpha Ownership. Free, self-directed, no signup.

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lnkd.in/p/etgFGUpA

Exposing Founder Dependency in Advisor Businesses | Grant Barger 🟢 Alpha Maker posted on the topic...

If your business still depends on you, what exactly are you selling? For many independent advisors, client trust, institutional knowledge and critical decisions remain concentrated around the...

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Are you risking your business? ai-compression-risk-audit.gr…

AI Compression Risk Audit | Advisor Crunch

AI is increasing capacity. Is it compressing your value?

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Advisors who are 50+ and thinking about transitioning their businesses in the next 3 to 5 years don’t actually have 3 to 5 years to get ready. They have about six months because of artificial intelligence. AdvisorTruth.com

Discover the truth about your advisor value.

Free downloads delivered by email, plus interactive tools to explore immediately. From Advisor Crunch.

advisor-crunch-free-resources.grant392147.chatgpt.site
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Do you own your alpha? advisor-crunch-alpha-ownersh…

AI is accelerating. Is your human value? | Advisor Crunch

Strengthen your client value, use AI with confidence, and prepare for your next 3–5 years. Four weeks. Self-directed. $100 per week.

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Grant retweeted
RIABiz
@RIABizOct 15
Rick Wurster chides Fidelity in wake of Fido's $100-million RIA purge, as net-new RIA assets -- both Schwab Advisor Services and Schwab Wealth Advisory -- soar 47% and 55%, respectively riabiz.com/a/2026/10/15/rick…

Rick Wurster chides Fidelity in wake of Fido's $100-million RIA purge, as net-new RIA assets --...

The Schwab CEO underscores that his firm brought in triple the number of third-party RIA firms to the No. 2 custody provider and that it shows up in assets -- $120.1 billion for the quarter.

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The older you get, the less practical it becomes to master every new technology. But the more experience you accumulate, the more valuable your judgment may become in deciding which technologies matter.
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ownYourAlpha.com
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OwnYourAlpha.com #advisoralpha
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Independent advisor 50+? Before adding another AI tool, ask: Will it protect your judgment, make your value visible, and preserve your options to grow, step back, or sell? Start with our Build Your Alpha Stack guide: advisor-crunch-alpha-stack-a…

Build Your Alpha Stack. Protect Your Options.

Download the free Advisor Crunch guide for independent advisors 50+. Align AI with your direction, preserve human authority, and protect your next chapter.

advisor-crunch-alpha-stack-audit.grant392147.chatgpt.site
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If you’re an independent financial advisor 50+ and you’re not sure what AI means for your practice over the next 3–5 years, Advisor Crunch was built for you.
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What is alpha ownership?
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lnkd.in/p/etgFGUpA

Exposing Founder Dependency in Advisor Businesses | Grant Barger 🟢 Alpha Maker posted on the topic...

If your business still depends on you, what exactly are you selling? For many independent advisors, client trust, institutional knowledge and critical decisions remain concentrated around the...

linkedin.com
1
1
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ai-compression-risk-audit.gr…

AI Compression Risk Audit | Advisor Crunch

AI is increasing capacity. Is it compressing your value?

ai-compression-risk-audit.grant392147.chatgpt.site
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Own your alpha #advisors advisorcrunch.com/blog/ed996…

Stop Measuring Financial Advisor Value in Basis Points

The advisory profession has spent decades translating judgment, behavioral leadership, and stewardship into percentages of return. That framework may now be accelerating the compression of advisor...

advisorcrunch.com
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linkedin.com/posts/grantbarg…

A client walks into your office and says: “I asked AI what could happen if the market crashes, and...

A client walks into your office and says: “I asked AI what could happen if the market crashes, and now I’m worried we should change everything.” How do you respond? Red: Red is saying: “Don’t worry...

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Grant retweeted
Grant@TangibleAlphaJun 5
Replying to @AnatoliKopadze @cybersec4u
Own your alpha.
🤖 Made with AI
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Grant retweeted
RIABiz
@RIABizJul 15
Vanguard hires ex-Barron's, ex-Fido 'thought leader' and CFP for mission impossible -- to better speak to RIAs after years of viewing third parties (and their fees) suspiciously riabiz.com/a/2026/7/15/vangu…

Vanguard hires ex-Barron's, ex-Fido 'thought leader' and CFP for mission impossible -- to better...

The $12-trillion asset manager stealthily brought Beverly Goodman aboard to cultivate advisors that Jack Bogle was leery of, though his views evolved later in his career.

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Advisorcrunch.com 🎯
🤖 Made with AI
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linkedin.com/posts/grantbarg…

Advisor Crunch Prioritizes Human Judgment Over AI Compliance | Grant Barger 🟢 Alpha Maker posted...

Advisor Crunch was not built to be a compliance-grade training system. That was never the point. ⬆️ We come from the bottom up. The place where advisors have the most control. Their judgment. Their...

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