The AdvisorTechBook Podcast

Curating the people and tech to help you build the very best RIA you can! 🧘 advisortechbook.substack.com

The AdvisorTechBook Podcast is a technology podcast hosted by Joe Moss, with 30 episodes on record and a Required Pod Score of 80.

Joe Moss hosts The AdvisorTechBook Podcast, a technology show with 30 episodes published.

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  Episode #46

  Ep 46. Analog Attention Arbitrage

  Apr 24, 20261h 13mS1

  <p>It’s not new or flashy or using AI.</p><p>It was first widely used in the early 1800’s.</p><p>Pretty much 100% of your clients/prospects have one.</p><p>And they all check it.</p><p>They pull things out of it and then walk to the trash can.</p><p>They look at the things as they walk.</p><p>You could even say the scroll through them.</p><p>But there’s no screen involved.</p><p>Yes… I’m talking about the mailbox.</p><p>Maybe its fitting my final podcast episode of Season 1 i...

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  Episode #45

  Ep 45. AUM vs. Flat Fee Pricing - where's the value??

  Apr 8, 202656 minS1

  <p>With a ‘stache like that and starting fights on LinkedIn about pricing models, I was hoping Sam was… well, you’ll just have to watch.</p><p>This is Sam Flaten of LEVR Planning:</p><p>He does outsourced paraplanning and consulting for “AUM advisors” and “Flat Fee advisors”. I don’t think I’ve ever heard them called “AUM advisors” before. It’s interesting how the pricing model gets so much attention in this business.</p><p>Anyway, we talked about a lot of cool things:</p><p>* The advisor as the main bottleneck in the firm and how the whole team could...

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  Episode #44

  Ep 44. On private investments reporting & AI

  Mar 23, 202644 minS1

  <p>Today I chatted with Alex and Ayo on the podcast about their company Bridge, private investments, how they’re using AI, and the overall alts market.</p><p>They explained it in a few ways:</p><p>* Tools aimed at GPs vs. LPs (general partners and limited partners)</p><p>* Tools for pre-transaction vs. post-transaction</p><p>I think… the landscape is something like this:</p><p>We also discussed the liquidity of private investments and how historically, they’ve been less so and can cause a “run on the bank” scenario:</p><p>On gating redemptions:</p><p>Private vs...

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  Episode #43

  Ep 43. The Future of the Kitces AdvisorTech Map Foretold 🔮

  Mar 17, 20261h 2mS1

  <p>Besides this:</p><p>There’s just the already growing body of research about AI making us miserable and dumb.</p><p>…the most powerful insight I’ve gleaned from the Kitces’ research around tech, efficiency, and revenue is this:</p><p>Advisors that answered that “The Most Important Role of Technology Within An Advisory Practice” was time or cost efficiency… make half as much as those that think it’s all about quality optimization and client experience.</p><p>I feel like Dennis Moseley-Williams would like this…</p><p>We also talked about AI ending the human race…</p><p>The 45 “categor...

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  Episode #42

  Ep 42. From Template Slop to AI Slop to "The Golden Bullet"

  Mar 14, 202657 minS1

  <p>with Daniel Keever of Evergreen Financial Marketing</p><p></p><p>To join the conversation, we have a community on Skool!</p><p>www.skool.com/advisortechbook/about</p> <br/><br/>Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe

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