Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack that actually improves your client experience.

Joe shares his story from mowing lawns to helping advisors cut through the noise of outdated and overpriced software. He explains how to evaluate tools based on ease of use, real value, and what people actually use—not just name recognition.

Joe also talks about why your technology choices shape your client experience and why human connection still matters in an AI-driven world. As someone who is building community and creating content consistently, Joe brings a mix of practical tips and big-picture thinking.

Whether you are just starting out or looking to improve your current setup, this episode will help you make smarter tech decisions and stay focused on what matters most: serving clients well.

Connect with Joe on LinkedIn (Joe Moss 🔥) or check out advisortechbook.com for his top picks.

Joe's Social:

https://www.linkedin.com/in/joemoss-xyz/

Music in this episode is brought to you by Bensound.