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Apr 24 • 
🎧 Podcasts
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?
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Apr 7 • 
🎧 Podcasts
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
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Mar 23 • 
🎧 Podcasts
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
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Mar 17 • 
🎧 Podcasts
Ep 43. Mark Tenenbaum, Director of Research at Kitces.com
with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing
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