@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
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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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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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Advisor Crunch@AdvisorCrunchOct 6
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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Grant@TangibleAlphaJun 5
Replying to @AnatoliKopadze @cybersec4u
Own your alpha.
🤖 Made with AI
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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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Grant@TangibleAlphaJun 5
If you’re seriously thinking about buying a book to learn how to use ChatGPT, you will not survive the revolution. Advisorcrunch.com

Welcome To Advisor Crunch

Advisor Crunch helps independent financial advisors use AI, make their human value tangible, and preserve their relevance and options over the next three to five years.

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Grant@TangibleAlphaJun 5
I spent thousands of hours studying ChatGPT so advisors wouldn’t have to waste their time…
🤖 Made with AI
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Grant@TangibleAlphaJun 6
linkedin.com/posts/grantbarg…

Is it real? Find out Tuesday... | Grant Barger 🟢 Alpha Maker

Is it real? Find out Tuesday...

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Grant@TangibleAlphaJun 6
Most financial advisors think their value comes from what they know. The best advisors know their value comes from what they consistently deliver. Knowledge is abundant. Advice is abundant. AI is making both cheaper every day. Tangible Advisor Alpha is the ability to create
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Grant@TangibleAlphaJun 6
AI is rapidly commoditizing knowledge. Advisors who compete on information will lose. Advisors who compete on judgment, trust, and ownership will win. That’s advisor alpha.
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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.

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Advisor Crunch@AdvisorCrunchMay 9
Ownyouralpha.com
🤖 Made with AI
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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...

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Advisor Crunch@AdvisorCrunchMay 24
AdvisorTruth.com Nobody is coming to save you. #advisors #advisoralpha #ownyouralpha
🤖 Made with AI
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RIABiz
@RIABizMay 7
A good added thought
Eric Balchunas
@EricBalchunasMay 7
Schwab is joining Fidelity in the pay to play shakedown for shelf space for outsider ETFs.. which was referred to as a "law of the jungle" but is irking smaller issuers bc if you don't pay they charge the investor $100 to trade the ETF. Vgrd will never pay anyone for shelf space but they popular enough sounds like they can get away with it. Rough stuff. Good story on it from @RIABiz
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Advisor Crunch@AdvisorCrunchMay 8
Most advisors still think AI is competing with advisors. It’s not AI is reorganizing where advisor value actually lives. ⬆️ Above the line: Judgment. Governance. Leadership. Decision ownership. Behavioral accountability. #WealthManagement #AdvisorAlpha
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Advisor Crunch@AdvisorCrunchMay 11
@"The AI Version of Not Owning Your Alpha"linkedin.com/pulse/ai-versio… on @LinkedIn

The AI Version of Not Owning Your Alpha

When Technology Becomes Abundant, Value Moves Upstream For years, financial advisors were taught to believe that products created value. Better products.

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Grant@TangibleAlphaApr 2
I created two images of X posts with Gemini in one minute to respond, gain attention and make people pause. None of it is real.
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@"The Advisor Crunch Authority Matrix"linkedin.com/pulse/advisor-c… on @LinkedIn

The Advisor Crunch Authority Matrix

Why the future of financial advice belongs to advisors who move up and to the right Most conversations about AI in wealth management are still centered around tools. New portfolio systems.

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How do you engage with opp? linkedin.com/posts/grantbarg…

Stop Competing With AI. Compete With Consequences. Most advisors misunderstand what AI is doing....

Stop Competing With AI. Compete With Consequences. Most advisors misunderstand what AI is doing. They think AI is replacing them. It’s not. It’s compressing mechanics. And compression exposes a...

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