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AdvisorTechBook LIVE 🎙️

138 members • $99/month

10 contributions to AdvisorTechBook LIVE 🎙️
Claude office integration
@Joe Moss may not love hearing this, but I integrated Claude into Microsoft office. Now, I feel like a fintech super hero, and I’ve only played around with PPT…. I had the vision and Claude helped bring it to life!
0 likes • 10d
https://meetings.hubspot.com/alex-graf sorry, ive been MIA here trying to pad the pipeline. Use this link to find some time to chat! Claude is not building us out an entirely new marketing medium via the creation of HTML and dynamic content. Its really wild!
1 like • 10d
@Dom Henderson We have the pro tier for the full stack of capabilities. We each have our own pro, but are now using the "team" function within the firm to work on joint projects. For a business that wants to stay small, it feels like these tools are helping us compete with Titans of wall st like BlackRock with infinitely more human capital.
Ep 38. Why Advisors Don't Switch to Better Tech
with @Mike Casciano of Evo Wealth Consulting
1 like • Mar 3
@Mike Casciano dropping knowledge!
Ep 16. Steve Tenney with Grandview&Co
with @Steven Tenney of Grandview & Co
2 likes • Feb 11
This was a good one. Steve makes great points on how every RIA website looks the same... Its no wonder they have trouble standing out from the crowd!
Ep 30. AI for Advisors co-hosts come on the anti-AI podcast :)
@Mark Heynen and @James Cantwell come on the pod and we have a blast! Well, I did. Let's do this again... and often.
1 like • Feb 11
Nerdy, but I liked it!
1 like • Feb 11
@Joe Moss not for me! Just reinforces you are someone we should be listening to and watching.
Ep 28. How to add $1bil AUM in under a year
with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.
1 like • Feb 11
@James Conole I've "hunted" thousands of RIAs in my day. Listening to how you built the Rooted brand out gave me hope for our industry's future! Great pod guest @Joe Moss
1-10 of 10
Alex Graf
3
41points to level up
@alex-graf-3310
Custom portfolios without a need for prop products. Everything transparent and rules based.

Active 2d ago
Joined Nov 13, 2025
ENTJ
Chicago
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