The AdvisorTechBook Podcast

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 them. But there’s no screen involved. Yes… I’m talking about the mailbox. Maybe its fitting my final podcas...

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 called “AUM advisors” before. It’s interesting how the pricing model gets so much attention in this bu...

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. post-transaction I think… the landscape is something like this : We also discussed the liquidity of private investme...

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 Advisory Practice” was time or cost efficiency… make half as much as those that think it’s all about quality...

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

Join the conversation at www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

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View more details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

This one was just a blast! Thanks Mark and James for coming on! Joe Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

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 his firm added $1bil in AUM last year… like $10,000,000 of revenue I’m assuming… will probably double ag...

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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 bigger idea. It's not just about wealth, it's well-being. The advisor as a charismatic leader, financi...

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 - Where Jump / Nevis / Finny are going - What's the future of the AdvisorTech map? - What are some of yo...

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? * If he could force every large RIA to disclose one thing publicly, what would it be? * What’s the next...

More details in the AdvisorTechBook community on Skool! www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

For more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe