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Live Podcast with Jose Lopes is happening in 7 hours
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AI Prospecting isn't all its cracked up to be...
Sharing my FINNY piece here as well: https://advisortechbook.substack.com/p/all-in-on-finny
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Ep 14 - How to win HNW clients with Derrick Kinney
Awesome convo, @Derrick Kinney ! Check out his LinkedIn and website and newsletter for more info. Now go win some clients by figuring out what pain point of theirs you're a specialist in!
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Pre-Order the 2026 Ultimate AdvisorTech Stack book
Includes: - early access to my TOP recommendations! - a 30-min tech stack review call - the 8.5x11" hardcover book to be published Spring 2026 - a community of fellow advisors all growing like crazy and using the same tech Also, an opportunity to help spread the word and make 50% of any book sales! Pre-Order here: https://www.skool.com/2026-ultimate-advisortech-book BUT... as a member of this community - you already have access to the picks - see here
Pre-Order the 2026 Ultimate AdvisorTech Stack book
Conferences?
Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.
Sam Altman is a HUMAN Notetaker... 😂
taking notes with paper and pen is simply the best
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