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AdvisorTechBook LIVE 🎙️
134 members • Free
2 contributions to AdvisorTechBook LIVE 🎙️
7d •
Back in Skool
Hi everyone. About to do a live podcast for the first time with Joe. Always fun to do something different and out of the comfort zone. Wishing all of you nothing but the best.
2 likes • 2d
@S. Tate-Plans not first podcast, but first "live" podcast that was being broadcast in real time. Always good to do new things. Now I have to figure out what is next.
1 like • 2d
Big thanks to @Joe Moss for having me on. Definitely a misperception about the amount of wealth tech that is being incorporated into advisor platforms and processes. Hour went by quick.
1-2 of 2
@mike-casciano-6262
Advisor, Wholesaler, Portfolio Consultant, Model Strategist, Wealth Tech Activation, RIA Consultant, Digital Marketing, Advisor Education
Active 2d ago
Joined Feb 12, 2026
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