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The AdvisorTechBook Podcast
The AdvisorTechBook Podcast episodes
- Ep 19. Building an Authentic Personal Brand
In this episode, we talk building an Authentic personal brand with Shannon Rosic of WealthStack.
Some of the questions answered include:
- What is your area of expertise?
- How can advisors grow organically by building personal brands?
- Why authenticity matters?
- AI / Notetakers / Prospecting
- Where Jump / Nevis / Finny are going
- What's the future of the AdvisorTech map?
- What are some of your goals for the industry?
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe42 min - Ep 18. Talking the Most Dangerous Ideas in Wealth Management
We get into all of it in this one - M&A, organic growth, hard-to-believe valuations of Nevis, Finny, attracting talent, and more.
Here are some of the top questions:
* Have you ever killed a story that was true but unprovable?
* What’s the biggest myth RIAs tell themselves about PE partnerships?
* If he could force every large RIA to disclose one thing publicly, what would it be?
* What’s the next untold story in RIA land that you’re circling right now?
Thanks to Shannon Rosic for coming up with these!
To Epic Human Stories,
Joe
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe42 min - Ep 9. Zocks isn't all that threatened by CRM
More details in the AdvisorTechBook community on Skool! www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe57 min - Ep 8. Making It Rain with Investipal - Sales Enablement, RTQ, Proposals & More
For more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe57 min - Ep 6. A Million REAL Financial Plans
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe56 min - Ep 5. Practice Management / Business Intelligence / RIA Valuation
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe55 min - Ep 4. The CRM-Killers are here.
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe54 min - Ep 3. Scaling Advice using Guides, Checklists, & Client Service Calendar
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe1 hr - Ep 2. The Future of CRM is a 2nd Brain (a chief of staff)
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe1 hr 3 min - Ep 1. The future of Data Gathering is Transportability ~ Flextract
For timestamps and more details, please visit: https://www.skool.com/advisortechbook
Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe50 min
About The AdvisorTechBook Podcast
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Curating the people and tech to help you build the very best RIA you can! 🧘
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