PODCAST · technology
The AdvisorTechBook Podcast
by Joe Moss
Curating the people and tech to help you build the very best RIA you can! 🧘 advisortechbook.substack.com
Episodes
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Ep 46. Analog Attention Arbitrage
It’s not new or flashy or using AI. It was first widely used in the early 1800’s. Pretty much 100% of your clients/prospects have one. And they all check it. They pull things out of it and then walk to the trash can. They look at the things as they walk. You could even say the scroll through…
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Ep 45. AUM vs. Flat Fee Pricing - where's the value??
With a ‘stache like that and starting fights on LinkedIn about pricing models, I was hoping Sam was… well, you’ll just have to watch. This is Sam Flaten of LEVR Planning: He does outsourced paraplanning and consulting for “AUM advisors” and “Flat Fee advisors”. I don’t think I’ve ever heard them...
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Ep 44. On private investments reporting & AI
Today I chatted with Alex and Ayo on the podcast about their company Bridge, private investments, how they’re using AI, and the overall alts market. They explained it in a few ways: * Tools aimed at GPs vs. LPs (general partners and limited partners) * Tools for pre-transaction vs.…
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Ep 43. The Future of the Kitces AdvisorTech Map Foretold 🔮
Besides this: There’s just the already growing body of research about AI making us miserable and dumb. …the most powerful insight I’ve gleaned from the Kitces’ research around tech, efficiency, and revenue is this: Advisors that answered that “The Most Important Role of Technology Within An...
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Ep 42. From Template Slop to AI Slop to "The Golden Bullet"
with Daniel Keever of Evergreen Financial Marketing To join the conversation, we have a community on Skool! www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 40. Stop Being the Dentist Who Cleans Teeth
Join the conversation at www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 41. Helping clients beat procrastination on Estate Planning
Join the conversation on Skool: www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 32. AI is making us Sick!... well, the hustle part is
Find more details at www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 7. The Phone is the first and best Client Portal
View all the details here: www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 36. RIA data has never been this accessible!
View more details in the community! www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 35. Breaking through the wall between the 🧠and the ❤️
More details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 31. The Golden Rule of AI
View more details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 30. Pro-AI meets Anti-AI and sparks fly!!!
This one was just a blast! Thanks Mark and James for coming on! Joe Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 28. How to add $1bil AUM in under a year
Happy Weekend! probably going to post 2 podcasts here shortly, so you’ve been warned. :) I’m 30 episodes in. I’ve had some truly incredible guests. But this guest is just in a whole ‘nuther category. James is the most zen financial advisor I’ve ever experienced. Possibly the most zen human. And…
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Ep 27. Making private investing easier with Arch
View more details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 26. How to build Trust-At-Scale by writing a book
To view more details, visit: www.skool.com/advisortechbook/classroom Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 25. on Speaking, Introversion, and Future Proof epic-ness
View all the details here: www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 24. The Ultimate Organic Growth Strategy
View more in the community: www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 10. Chatting with your RTQ is now a thing! for clients that is
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 20. Become THE transformation guide... for your Niche community - i.e. your firm
01:13 "If you're not offending somebody, you're not really making a point"03:14 One single thing you want advisors to know... Job #1 for financial advisors: "Build belonging within their practice, to turn their clients into members, and to turn the service of financial planning into a movement. A...
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Ep 19. Building an Authentic Personal Brand
In this episode, we talk building an Authentic personal brand with Shannon Rosic of WealthStack. Some of the questions answered include: - What is your area of expertise? - How can advisors grow organically by building personal brands? - Why authenticity matters? - AI / Notetakers / Prospecting -...
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Ep 18. Talking the Most Dangerous Ideas in Wealth Management
We get into all of it in this one - M&A, organic growth, hard-to-believe valuations of Nevis, Finny, attracting talent, and more. Here are some of the top questions: * Have you ever killed a story that was true but unprovable? * What’s the biggest myth RIAs tell themselves about PE partnerships?…
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Ep 9. Zocks isn't all that threatened by CRM
More details in the AdvisorTechBook community on Skool! www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 8. Making It Rain with Investipal - Sales Enablement, RTQ, Proposals & More
For more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 6. A Million REAL Financial Plans
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 5. Practice Management / Business Intelligence / RIA Valuation
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 4. The CRM-Killers are here.
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 3. Scaling Advice using Guides, Checklists, & Client Service Calendar
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 2. The Future of CRM is a 2nd Brain (a chief of staff)
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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Ep 1. The future of Data Gathering is Transportability ~ Flextract
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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ABOUT THIS SHOW
Curating the people and tech to help you build the very best RIA you can! 🧘
advisortechbook.substack.com
HOSTED BY
Joe Moss
CATEGORIES
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Frequently Asked Questions
How many episodes does The AdvisorTechBook Podcast have?
The AdvisorTechBook Podcast currently has 30 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The AdvisorTechBook Podcast about?
Curating the people and tech to help you build the very best RIA you can! 🧘 advisortechbook.substack.com
How often does The AdvisorTechBook Podcast release new episodes?
The AdvisorTechBook Podcast has 30 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The AdvisorTechBook Podcast?
You can listen to The AdvisorTechBook Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The AdvisorTechBook Podcast?
The AdvisorTechBook Podcast is created and hosted by Joe Moss.
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