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AdvisorTechBook LIVE 🎙️
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Million Dollar Workshop
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25 contributions to AdvisorTechBook LIVE 🎙️
17d •
Jump vs. Zocks
Hello all. I am doing some research for a client who is looking into Jump or Zocks. I have been down a few rabbit holes and wondering any thoughts and opinions here on either of these platforms. I also heard a lot about Quin.
1 like • 8d
@Jose M Lopes thanks for this addition - I will check them out.
1 like • 5d
@Dom Henderson very very true. I do think that user experience is the first barrier to overcome, which is what my client was alluding to (after some more back and forth). Kind of like peeling an onion sometimes but I absolutely agree that you need to have a plan/goals in place on what you want to achieve when using any sort of tool.
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15d •
Ep 46. The daily walk to the trash... from the mailbox
with @Steve Abbett of Nexruto.com In this final podcast of Season 1, we dive deep into mailboxes and seminars and closing rates... but not because Steve *loves* direct mail, but because... it just works. Here's the math: - 10,000 mailers - 50 registrants - 25 attendees - 2-8 million new AUM $20k-$80k in ARR from a $10k investment - would you take that deal?
1 like • 15d
Very interesting. I know plenty of advisors who built their businesses on seminars pre Covid and now they have been expressing a challenge in making these happen so I found this interesting. I do believe the power of print marketing, when done right, the ROI is great! Emphasis on when done right.
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Apr 7 •
Ep 45. AUM vs. Flat Fee pricing models with Sam Flaten of LEVR Planning
with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up
1 like • Apr 8
Just got caught up on the LinkedIn posts. Looking forward to listening.
2 likes • Apr 8
Great conversation. I would say that just because someone is visible and "popular" on LinkedIn, or any social platform, doesn't mean they are nice or even do business in an ethical way. Value. It all seems to be coming to value. People want to feel valued.
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Mar 24 •
Adam Saubel - Saubel Financial Group - $18mil
Link to comment on LinkedIn 💡Compare to The Ultimate Stack - Column W Connect with Adam: - LinkedIn - Saubel Financial Group: https://www.saubelfinancialgroup.com/ The REAL Tech Stack: - Email/Calendar - Microsoft - Video Meetings - Teams - Phone/texting - CurrentClient - Scheduling - Calendly - CRM - Wealthbox - Email Newsletter - FMG - Custodian - Altruist - AI / Tax planning - Hazel - Financial Planning - RightCapital - Archiving - MirrorWeb - RTQ/Proposals - Nitrogen - Accounting - Quickbooks Online
1 like • Mar 24
Curious about Hazel. I haven't had much time to delve into it but so far hearing good things.
0 likes • Mar 24
@Joe Moss oh this is going to be fun!!
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Mar 23 •
Ep 44. All About Private Investments with Alex & Ayo of Bridge
with @Alex Goodwin and @Ayo Ekhator of Bridge We talked about: - How they met at Harvard - Pre-AI vs. Post-AI software development - Pre-Transaction vs. Post-Transaction solutions - State of the alts market For more on this category as a whole, check out this new section in the classroom: https://www.skool.com/advisortechbook/classroom/a7b893b3?md=42bce4962dfb4b089e6f5934e5cb13ba
1 like • Mar 24
Great conversation! Yes, there are always and will always be ways to run a business better. Even if it's just by 0.00001%. There will always be room for improvement. Also, great point about how people are naturally assuming that AI is right. Accurate. Personally speaking, what I am seeing on the creative side, we have people that say they ran something through ChatGPT and ChatGPT told them _________________________ and believe it to be fact. Garbage in, garbage out.
2 likes • Mar 24
@Steve Abbett painful. Very painful. And yet a lot of people are basing their "findings" and "facts" from ChatGPT. Have you seen the image test? ChatGPT was asked to recreate the same image 200 times without changing anything, using the exact same prompt every single time. https://www.instagram.com/reel/DS0W3-tD9ro/?utm_source=ig_web_copy_link
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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 5d ago
Joined Dec 24, 2025
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