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Better Planner

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AdvisorTechBook LIVE 🎙️

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7 contributions to AdvisorTechBook LIVE 🎙️
Stop Selling your Hours - Growing Money with Sean Trace
I LOVED being a guest on this podcast - it got real.
2 likes • 1d
Oh man. I haven't listened yet but I can't wait to watch your two personalities mix. There is no telling where this is about to go haha.
0 likes • 3h
@Niki Clark i would respond but it looks like you already watched it ha. I haven't finished it yet.
📰 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 • 1d
@Brian Thorp I'm a diet coke guy in the beverage and apparently advisor testimonial space too 👊
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 • 1d
@Joe Moss I'm not suprised at all the first two tools on that list are not advisortech specific. The CRM / project management tools in the "rest of the world" are just miles better than what we have.
👀 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
2 likes • 7d
I could benefit from that 3rd bullet point ha
2 likes • 7d
@Niki Clark as Hormozi says "Focus becomes harder as your abilities increase because you see more opportunities." So I think capable people are capable and they take on a lot as a result. Then I think we ignore compounding. If you're optimizing for long-term value/dollars it makes no sense to divide your efforts. The world pays the "best" orders of magnitude more than it pays those who are "pretty good." But it takes time to become the best and most of us jump to or take on another thing before becoming the best. It's not always intentional either. I thought I was just "following my passions" until I realized I was destroying my results.
Sam Altman is a HUMAN Notetaker... 😂
taking notes with paper and pen is simply the best
1 like • 14d
does taking notes on ipad with apple pencil count as being a human notetaker?
1-7 of 7
Taylor Stewart
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2points to level up
@taylor-stewart-3184
Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Active 3h ago
Joined Oct 25, 2025
McKinney, TX
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