Why the Future of Advice Is Less About Tech and More About People with Joe Moss

This week, Kyle Van Pelt talks 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 talks with Kyle about the rapidly evolving world of advisor technology, AI, and personal branding in wealth management. He discusses 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.

In this episode:

• (00:00) - Intro

• (01:26) – Joe’s money moment

• (02:34) – Joe’s winding path to fintech

• (05:47) – How people should evaluate AI in the future

• (10:16) – The Zero Basis Points theory

• (12:29) – The importance of data lakes in connecting AI capabilities

• (18:49) – Why advisors need to tell their own stories

• (20:41) – Strategies for attracting and retaining the best next-gen advisors

• (27:35) – The difference between an audience and a community

• (28:22) – Joe’s thoughts about the future of the financial services industry

• (32:27) – Joe’s Milemarker Minute

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.

• AI is commoditizing technical financial knowledge. Advisors must shift their value proposition from "what I know" to "how I manage the relationship" to stay relevant.

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

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