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Owned by Jose M
All you need to build a $100K net worth—real strategies, no gimmicks.
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12 contributions to AdvisorTechBook LIVE 🎙️
10d •
Such a good read
Anybody read Seven Figure Firm by Erin Botsford?? She talks about how she took her firm from $300k to $3M revenue, then scaled to the point she sold the firm.. and none of the clients even knew because of how removed she was from the process. Such a good read, highly recommend. Comment below or HMU if you want the clean version!
4 likes • 9d
@Joe Moss The founder and senior advisors should focus on rainmaking and pass the clients onto the team, lead by a relationship manager. Some nice side notes: - All prospecting methods work. - Never keep a client waiting. - Remember the details and preferences. - Stories are powerful ways to build trust
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26d •
What is the ULTIMATE organic growth strategy? in your opinion
So clearly our industry has a massive organic growth problem... How do YOU think we fix this?
1 like • 23d
The ULTIMATE client experience
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27d •
Solving the BIGGEST problems facing advisors with Jose M Lopes
@Jose M Lopes Lotta fun, dude! Thanks for being active in the community and sharing your thoughts. Here's how you can connect with Jose on LinkedIn: https://www.linkedin.com/in/jose-m-lopes/
2 likes • 27d
Always fun talkin to you Joe!! Appreciate you for having me 🙏🏾
1 like • 30d
Asshole 😂 cant believe he tosses them on the floor for the housecleaner! Pick up your trash Altman!
Dec '25 •
Conferences?
Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.
0 likes • 30d
I’ve never been but looks like Kitces is calling this the top tech conference for advisors https://t3conferences.com/once-again-kitces-names-t3-the-top-tech-conference-for-financial-advisors/
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@jose-lopes-7162
💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Active 2h ago
Joined Oct 2, 2025
INFJ
Boston, MA
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