Hosted by Joe Moss · 🇺🇸 US · EN · 30 episodes
Established thought leaders with verified media credentials.
Curating the people and tech to help you build the very best RIA you can! 🧘 advisortechbook.substack.com
Joe Moss hosts The AdvisorTechBook Podcast, a technology show with 30 episodes published.
It’s not new or flashy or using AI. It was first widely used in the early 1800’s. Pretty much 100% of your clients/prospects have one. And they all check it. They pull things out of it and then walk to the trash can. The
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. This is Sam Flaten of LEVR Planning: He does outsourced paraplanning and consulting fo
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. They explained it in a few ways: * Tools aimed at GPs vs. LPs (general
Besides this: There’s just the already growing body of research about AI making us miserable and dumb. …the most powerful insight I’ve gleaned from the Kitces’ research around tech, efficiency, and revenue is this: Advis
with Daniel Keever of Evergreen Financial Marketing To join the conversation, we have a community on Skool! www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
Join the conversation at www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
Join the conversation on Skool: www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
Find more details at www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
View all the details here: www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
View more details in the community! www.skool.com/advisortechbook/about Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
More details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
View more details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
This one was just a blast! Thanks Mark and James for coming on! Joe Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
Happy Weekend! probably going to post 2 podcasts here shortly, so you’ve been warned. :) I’m 30 episodes in. I’ve had some truly incredible guests. But this guest is just in a whole ‘nuther category. James is the most ze
View more details at www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
To view more details, visit: www.skool.com/advisortechbook/classroom Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
View all the details here: www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
View more in the community: www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
For timestamps and more details, please visit: https://www.skool.com/advisortechbook Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
01:13 "If you're not offending somebody, you're not really making a point"03:14 One single thing you want advisors to know... Job #1 for financial advisors: "Build belonging within their practice, to turn their clients i
Alex
trained clinical counselor and child welfare social worker · JWA Management Consulting
1 appearance on this show
Dr. Ayo
psychiatrist and healthcare executive · Bridge
1 appearance on this show
James
US Army Veteran and Historian · Wilderness Brewery
2 appearances on this show
Mark
student pursuing massage therapy · Super*Review
1 appearance on this show
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The AdvisorTechBook Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their technology audience.
The AdvisorTechBook Podcast is hosted by Joe Moss. The show is categorised under technology (business) and has published 30 episodes.
The AdvisorTechBook Podcast has published 30 episodes.
The AdvisorTechBook Podcast regularly covers technology, business, investing. It sits in the technology category, with a business focus.
The AdvisorTechBook Podcast is accessible for guests with genuine technology expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The AdvisorTechBook Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The AdvisorTechBook Podcast average 55 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The AdvisorTechBook Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 2 days ago.
