with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up

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

with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing

with @Daniel Keever of Evergreen Financial Marketing

with @Erin Botsford of The Advisor Authority What was the skill? Well, we talked about several: - Closing - at 95% - RichSpeak - learning the language and problems of your ICP - Delegating the work of the business to servicing advisors Full write-up on Substack coming soon! You can view it here: advisortechbook.substack.com