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Owned by Jose M

$100K Net Worth Club

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All you need to build a $100K net worthβ€”real strategies, no gimmicks.

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12 contributions to AdvisorTechBook LIVE πŸŽ™οΈ
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 β€’ 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
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 β€’ 23d
The ULTIMATE client experience
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 β€’ 27d
Always fun talkin to you Joe!! Appreciate you for having me πŸ™πŸΎ
Sam Altman is a HUMAN Notetaker... πŸ˜‚
taking notes with paper and pen is simply the best
1 like β€’ 30d
Asshole πŸ˜‚ cant believe he tosses them on the floor for the housecleaner! Pick up your trash Altman!
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 β€’ 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 M Lopes
3
21points to level up
@jose-lopes-7162
πŸ’Ž 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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