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Mar 10 •
need feedback - The Ultimate AdvisorTech Stack for 2026
Write-up on Substack here. @Cornelius Graubner suggested I put together pricing info for the full stack of recommendations... which leads me to be frustrated at how many tools there are :) I'd love your feedback as I build this out! You can comment on any cell in the google sheet: https://docs.google.com/spreadsheets/d/15tkleI7a95u-8jk1DPtc324yEmILI8j-QrntVXfn8n8/edit?usp=sharing
21h •
Looking PreciseFP Integration Experts
Anybody know any specialists in managing integrations with PreciseFP? It’d be great if they have experience managing the API endpoints with eMoney + Salesforce.
14d •
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.
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12d •
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?
Apr 2 •
Claude office integration
@Joe Moss may not love hearing this, but I integrated Claude into Microsoft office. Now, I feel like a fintech super hero, and I’ve only played around with PPT…. I had the vision and Claude helped bring it to life!
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