Curating the people and tech to help you build the very best RIA you can! š§ <br/><br/><a href="https://advisortechbook.substack.com?utm_medium=podcast">advisortechbook.substack.com</a>
The AdvisorTechBook Podcast
Claim This Podcastby Joe Moss
5.0(1 reviews)
30 episodes
Updated Daily
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Podcast Overview
Curating the people and tech to help you build the very best RIA you can! š§ <br/><br/><a href="https://advisortechbook.substack.com?utm_medium=podcast">advisortechbook.substack.com</a>
Language
šŗš²
Publishing Since
11/8/2025
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Recent Episodes
April 24, 2026
Ep 46. Analog Attention Arbitrage
<p>Itās not new or flashy or using AI.</p><p>It was first widely used in the early 1800ās.</p><p>Pretty much 100% of your clients/prospects have one.</p><p>And they all check it.</p><p>They pull things out of it and then walk to the trash can.</p><p>They look at the things as they walk.</p><p>You could even say the scroll through them.</p><p>But thereās no screen involved.</p><p><strong>Yesā¦ Iām talking about the mailbox.</strong></p><p>Maybe its fitting my final podcast episode of <a target="_blank" href="https://www.skool.com/advisortechbook/classroom/7ba22312?md=feef4bd3fbbb4d0482ba1d3ef9ab3aed">Season 1</a> is about something analog - direct mail, and well seminars. Something like this:</p><p>Here are the numbers:</p><p>* 10,000 mailers</p><p>* 50 registrations</p><p>* 25 attendees</p><p>* 2-8 new clients</p><p>$10,000 for $20k-$80k in new ARR.</p><p>Would you take that deal?</p><p>In this final episode (for now) of the AdvisorTechBook LIVE! podcast, I chat with <a target="_blank" href="https://www.linkedin.com/in/steveabbett/">Steve Abbett</a> of <a target="_blank" href="https://nexruto.com/">Nexruto</a> all about seminar marketing.</p><p>Here are some of the highlights:</p><p>Seminars beat Social Media</p><p>Why Direct Mail beats Digital Ads</p><p>20,000 Mailers ā 129 Leads ā $141 per Response</p><p>If you want to find out more, send Steve a letterā¦ š¬</p><p>Orā¦ connect on <a target="_blank" href="https://www.linkedin.com/in/steveabbett/">LinkedIn here</a> or check out the website: <a target="_blank" href="https://nexruto.com/">Nexruto.com</a>. </p><p>Thank you to the 50+ guests who came on the podcast and shared what they were building! If you want to check out past episodes - <a target="_blank" href="https://www.skool.com/advisortechbook/classroom/7ba22312?md=feef4bd3fbbb4d0482ba1d3ef9ab3aed">they are all here</a>:</p><p>Itās difficult to predict the futureā¦ but I expect Iāll do this again later in 2026/2027 - Season 2.</p><p>The daily podcast was a little nuts. š¤Ŗ</p><p>To Epic Human Stories,</p><p>Joe</p><p>P.S. Human stories are awfully messy.</p> <br/><br/>Get full access to AdvisorTechBook at <a href="https://advisortechbook.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">advisortechbook.substack.com/subscribe</a>
April 8, 2026
Ep 45. AUM vs. Flat Fee Pricing - where's the value??
<p>With a āstache like that and <a target="_blank" href="https://www.linkedin.com/posts/sam-flaten-cfp%C2%AE-chfc%C2%AE-473b9615a_aum-only-models-will-be-functionally-dead-activity-7432493569052958721-S1iD?utm_source=share&utm_medium=member_desktop&rcm=ACoAADhBD4YBXoLpbDGlOQLr0wWQnUUi2tMLGFw">starting fights on LinkedIn</a> about pricing models, I was hoping Sam wasā¦ well, youāll just have to watch.</p><p>This is <a target="_blank" href="https://www.linkedin.com/in/sam-flaten-cfp%C2%AE-chfc%C2%AE-473b9615a/">Sam Flaten</a> of <a target="_blank" href="https://www.levrplanning.com/">LEVR Planning</a>:</p><p>He does outsourced paraplanning and consulting for āAUM advisorsā and āFlat Fee advisorsā. I donāt think Iāve ever heard them called āAUM advisorsā before. Itās interesting how the pricing model gets so much attention in this business.</p><p>Anyway, we talked about a lot of cool things:</p><p>* The advisor as the main bottleneck in the firm and how <strong>the whole team could play a role in client relationships AND client outcomes</strong></p><p>* How each client engagement needs to be custom designed around their desired outcomes AND custom priced</p><p>Dennis Moseley-Williams said something like that too - <strong>ā</strong><a target="_blank" href="https://advisortechbook.substack.com/p/ep-20-become-the-transformation-guide"><strong>transformations should be independently priced</strong></a><strong>ā.</strong></p><p>* Obviously we chatted about how <strong>custom engagements can be more easily priced and sold based on āwhat the clients actually wantā</strong> - matching the outcomes to the price. Almost like a menu of planning scenarios that are each their own thing.</p><p>* He mentioned <strong>a firm he worked with that was using a construction CRM</strong> instead of a standard industry-specific CRM, because it had better features around the work to be done and the time-tables</p><p>And here are some short clips with some highlights:</p><p>Advisors that are good at making the sale are also good at selling clients on DOING the things they recommend</p><p>Hazel: Whereās the real value in the AI-generated tax planning report?</p><p>Finding the āWhyā behind each planning goal</p><p>Match the proposal to the ākind of carā the client wants to drive</p><p>There you have it.</p><p>Joe</p> <br/><br/>Get full access to AdvisorTechBook at <a href="https://advisortechbook.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">advisortechbook.substack.com/subscribe</a>
March 24, 2026
Ep 44. On private investments reporting & AI
<p>Today I chatted with <a target="_blank" href="https://www.skool.com/@alex-goodwin-8372?g=advisortechbook">Alex</a> and <a target="_blank" href="https://www.skool.com/@ayo-ekhator-9581?g=advisortechbook">Ayo</a> on the podcast about their company <a target="_blank" href="https://www.skool.com/advisortechbook/classroom/a7b893b3?md=42bce4962dfb4b089e6f5934e5cb13ba">Bridge</a>, private investments, how theyāre using AI, and the overall alts market.</p><p>They explained it in a few ways:</p><p>* Tools aimed at GPs vs. LPs (general partners and limited partners)</p><p>* Tools for pre-transaction vs. post-transaction</p><p>I thinkā¦ <a target="_blank" href="https://www.skool.com/advisortechbook/classroom/a7b893b3?md=42bce4962dfb4b089e6f5934e5cb13ba">the landscape is something like this</a>:</p><p>We also discussed the liquidity of private investments and how historically, theyāve been less so and can cause a ārun on the bankā scenario:</p><p>On gating redemptions:</p><p>Private vs. public returns:</p><p>I brought up the convo between Peter Mallouk and Tony Robbins where they <a target="_blank" href="https://youtu.be/86nJnWYESbg?si=XOB5zFdoB3ap5TVa&t=1816">discussed the difference in returns</a> (9% for the S&P and 15.7% for private equity):</p><p>Alex says itās a bit more nuanced that:</p><p>Lastly, we talked about pre-AI vs. post-AI SaaS and how timing or āreturn on luckā plays a role.</p><p>Check out around <a target="_blank" href="https://youtu.be/FNN6l5VI5vg?si=uhQ9-eoKi2laq8Fw&t=2470">41:10</a> above or on the <a target="_blank" href="https://youtu.be/FNN6l5VI5vg?si=uhQ9-eoKi2laq8Fw&t=2470">YouTube</a>.</p><p>If youāre like Tim Brown, this might be one to listen to:</p><p>To Epic Human Stories,</p><p>Joe</p><p>P.S. People give me codes, thinking that Iāll share them aroundā¦ well, maybe I will!</p><p>Use JOE-MOSS-PRO or JOE-MOSS-TEAM to knock a month off the price of an annual Individual Pro or Team Pro subscription of <a target="_blank" href="https://riapulse.com/#pricing">RIA Pulse</a>:</p><p>P.S.S. Apparently, Eric Negron thought this industry need more conferencesā¦ use code ScaleConJoeMoss for 15% off <a target="_blank" href="https://advisorscalecon.com/elevate/">Advisor ScaleCon</a></p><p></p><p></p> <br/><br/>Get full access to AdvisorTechBook at <a href="https://advisortechbook.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4">advisortechbook.substack.com/subscribe</a>
30 total episodes available
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