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AdvisorTechBook LIVE 🎙️
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12 contributions to AdvisorTechBook LIVE 🎙️
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8h •
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 • 7h
@James Conole true story, Root's website has been brought to me more than once as examples of websites my clients like!
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14h •
📰 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?
1 like • 13h
Ohh, I am intrigued. 👀
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1d •
Ep 27. Talking private investments with Ryan Eisenman of Arch
@Ryan Eisenman of Arch.com Podcasts can get boring... I try to ask the questions people would want to know. - why are you building this? - what good are you hoping to accomplish in the world? - how quickly are you spending the money you raised? - how's AI helping you do this? - why should people invest in private investments? - etc, etc.
1 like • 1d
Love the name Arch and how you came up with it. It's 100% timeless. Good pick.
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5d •
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!
2 likes • 2d
Love that you said you don't want a panel where people are patting each other on the back @Malea Lydon. Thank you for how you all approach that. You're doing a great job with the conferences. Also did not know there were hecklers...at a financial advisor conference!
2 likes • 2d
@S. Tate-Plans But heckling at a conference? That's some pent up stuff right there.
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7d •
👀 Altruist 2026 & Beyond
10 min quotes: - Less tech vendors is better than more tech vendors - Simplicity scales - that's better than complexity - Focus on one thing and do it excellently
1 like • 6d
@Taylor Stewart why do you think, we for the most part don't? FOMO? Thinking if we just add one more thing it will be necessary to excel?
1 like • 5d
@Joe Moss that is exactly what Dan Sullivan and Ben Hardy discuss in 10X is Easier Than 2X!
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@niki-clark-3884
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.
Active 7h ago
Joined Dec 24, 2025
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