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2026 Ultimate AdvisorTech Book
31 members • $99
AdvisorTechBook LIVE 🎙️
107 members • $99/month
10 contributions to AdvisorTechBook LIVE 🎙️
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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!
1 like • 1d
@Joe Moss
3 likes • 1d
@Niki Clark very true! We need to bring back etiquette classes 😎 I'm half-serious, esp. seeing how so many ppl want to go TikTok viral famous nowadays. Whether it's by choice or not, though, is up for debate LOL!
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2d •
Ep 26. How to create Trust-At-Scale by writing a book
with @Paul McManus of TheShortBookFormula.com We talk about: - writing a book (obviously!) - how his podcast with Kitces exploded his company growth (and inspired Joe to write a book!) - Tesla's full-self-driving capabilities - how humans be be future-proof by developing good judgement
1 like • 2d
Joined a bit late today but dang! 'twas hot 🔥🔥🔥 Thank you @Paul McManus and @Joe Moss .
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7d •
Ep 24. Add AUM in weeks, not months... here's what to focus on
with @Taylen Sather of AryzeDesign.com
2 likes • 7d
Can't wait to listen to @Taylen Sather's episode! The "AUM in weeks, not months" got us hooked...
1 like • 7d
@Taylen Sather advisors after they listen to their insights 👇
9d •
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!
2 likes • 9d
@Niki Clark it's insane that wives / spouses are STILL left out of the conversation (not surprised smh, though, given these types of interactions happen all the time in big ticket item purchases, e.g., house buying, new car purchasing).
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9d •
Noah Behrman - Providence Capital - $
Podcast is here: https://podcasts.apple.com/us/podcast/the-software-you-need-to-start-your-own-firm/id1823705244?i=1000744808099 Connect with Noah: - LinkedIn: https://www.linkedin.com/in/noah-behrman-51a693106/ - Providence Capital: https://www.providencefp.com/ The REAL Tech Stack: - Custodian - Schwab / Altruist - Hub/Financial Planning - RightCapital - AI Assistant - Hazel by Altruist - Portfolio Management/TAMP - Intelliflo - Investment Data/Analytics - Kwanti
1 like • 9d
Looking fwd to this one! Was bummed could not attend live last week.
1-10 of 10
@s-tate-plans-5082
Follow me for dank estate planning memes and hijinks: https://www.linkedin.com/company/encorestateplans/
Active 8h ago
Joined Jan 21, 2026
Mr. Worldwide
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