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196 contributions to AdvisorTechBook LIVE 🎙️
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15h •
Ep 29. Using your personal brand to your advantage
with @Rachel Cameron of Nitrogen We chatted about: - Her role at Nitrogen - Partnerships in #advisortech - AI and personalizing communication - Building a personal brand alongside the companies you work for Enjoy!
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2d •
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
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0 likes • 2d
@Alex Graf well Brian runs Wealthtender, not Testimonials iQ, but I figured he could weigh in.
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0 likes • 18h
@Frantz Widmaier well now... :)
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1d •
Stop Selling your Hours - Growing Money with Sean Trace
I LOVED being a guest on this podcast - it got real.
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2d •
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.
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1 like • 2d
View Root's tech stack here: https://www.skool.com/advisortechbook/ari-taublieb-root-financial?p=14cae53c
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1 like • 2d
@Niki Clark they're on to something - Objective Brand is the agency behind it - they did Altruist's first brand, and Seeds too
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7d •
Ep 25. On introversion and speaking... and AI, Future Proof, etc.
with @Malea Lydon Fun to chat about some of the things that go into making a great conference!
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1 like • 3d
@S. Tate-Plans u funny
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1 like • 3d
@S. Tate-Plans Hey, if even MrBeast calls TikTok the crack cocaine of of social, I'd avoid it. :)
1-10 of 196
Active 11h ago
Joined Aug 7, 2025
INTJ
Illlinois
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