Listen to this week’s episode

Episode 131

On this week’s episode of Next Mile, I sit down with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks. 

Joe explores the rapidly evolving world of advisor technology, AI, and personal branding in wealth management. He shares how financial advisors can simplify their technology, leverage AI effectively, build meaningful personal brands, attract top talent, and grow organically in an industry where relationships matter most.

Key Takeaways

• Adapt to change, but focus on the fundamentals. The AI and advisor technology landscapes are rapidly evolving. Focus on core principles like accurate data, client relationships, and streamlined workflows.

• Organic growth starts with personal branding. Share insights, solve problems, and build a reputation as a thought leader. Authentic content attracts clients and top talent.

• Attract and retain talent by investing in people. Treat your team well, pay them fairly, delegate effectively, and provide a clear mission. The best talent often excels at critical thinking, not just technology.

Quotes

"The entire value of this industry's proposition is going straight to the human relationship. And AI is going to make humans heroes in everything." ~ Joe Moss

"The answer to organic growth is organic human content—basically building a personal brand." ~ Joe Moss

"Living an amazing life is a journey of self-transformation. If you want to make a lot more money, you need to dump resources into your number one advisor tech, which is your brain." ~ Joe Moss

Links

• Joe Moss on LinkedIn

• AdvisorTechBook

• Dave Ramsey

• Parker Ence

• Jump AI

• Redtail Technology

• Wealthbox

• Zocks

• Mark Gilbert

• Zero Basis Points  - Podcast

• Michael Kitces

• Morgan Housel

• Samantha Russell

• Joshua Brown

• Michael Batnick

• Peter Mallouk

• Joe Duran

• United Capital Financial Advisors

• Future Proof Citywide

• Goldman Sachs

• Root Financial

• Altruist

• Alex Hormozi

• $100M Money Models

• Ian Karnell

• VastAssembly

• The Alchemist

• Justin Castelli

• Santiago

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt