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AdvisorTechBook LIVE 🎙️

137 members • $99/month

4 contributions to AdvisorTechBook LIVE 🎙️
Ep 43. Mark Tenenbaum, Director of Research at Kitces.com
with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing
2 likes • 3d
Interesting to learn that the well-being study has the least engagement. I guess that proves that I have to work to do so show how vital well-being is to an advisor's future. When you feel good and are happy, you do better work and clients are better taken care of long term. Thanks for the work you both do, @Mark Tenenbaum and @Joe Moss
Thanks!
Appreciate the invite to this select group! Looking forward to learning and participating. Happy to answer questions about women and money and how to effectively engage with the wealthiest most underserved market in the planet - women!
3 likes • 30d
I'm new around here, too, but it's a cool place to be.
2 likes • 27d
@Barbara Provost Would love that: www.growwellthy.com/call
Ep 32. AI is making us Sick... well, the hustle part of it is.
with @Stevyn Guinnip of https://www.growwellthy.com/
2 likes • Feb 11
@Niki Clark Hey Niki. Thanks for the feedback and kind words. I almost quoted you in this video about the "your AI is showing" but I couldn't remember if it was you or someone else that said it.
Future Proof - Yea or Nay?
Hi everyone 👋🏼 I’m new here, so quick intro. I’m Stevyn, and I live in Madeira, Portugal. @Joe Moss and I are recording a podcast together in February (really looking forward to it), and it prompted me to spend more time in this group. I’ve already gotten a ton of value from the conversations here. I’m planning my travel back to the U.S. for fall conference season and want to be intentional since I’m coming from overseas. A few clients have recommended Future Proof in September, and I’m considering going for a few reasons: - meet some LinkedIn friends in real life - share my new book (I’ll be bringing copies) - learn from the best in the industry For those of you who’ve attended… would you recommend Future Proof? Or if you had to pick one “can’t miss” conference, what would it be and why? Thanks! 💚🧡
1 like • Jan 16
@Joe Moss 🤣
1-4 of 4
Stevyn Guinnip
2
4points to level up
@stevyn-guinnip-1761
Author, health strategist, and international speaker dedicated to helping financial advisors and their clients live well longer.

Active 3d ago
Joined Jan 6, 2026
INFJ
Madeira, Portugal
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