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AdvisorTechBook LIVE 🎙️
138 members • $99/month
10 contributions to AdvisorTechBook LIVE 🎙️
18d •
Claude office integration
@Joe Moss may not love hearing this, but I integrated Claude into Microsoft office. Now, I feel like a fintech super hero, and I’ve only played around with PPT…. I had the vision and Claude helped bring it to life!
1 like • 17d
@Joe Moss enhancing my “traditional”capability set. That’s my only argument for it. It helps me play “bigger” than I could alone. I do apologize tough:)
0 likes • 17d
I've just started in Excel, but my experience w/ ppt has been great. I took an old slide deck and used prompts to update content quickly and keep original design format. I would have given up days ago trying to do this the old-fashioned way. Downside is its 100$ a month..
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Feb 27 •
Ep 38. Why Advisors Don't Switch to Better Tech
with @Mike Casciano of Evo Wealth Consulting
1 like • Mar 3
@Mike Casciano dropping knowledge!
2 likes • Feb 11
This was a good one. Steve makes great points on how every RIA website looks the same... Its no wonder they have trouble standing out from the crowd!
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Feb 6 •
Ep 30. AI for Advisors co-hosts come on the anti-AI podcast :)
@Mark Heynen and @James Cantwell come on the pod and we have a blast! Well, I did. Let's do this again... and often.
1 like • Feb 11
Nerdy, but I liked it!
1 like • Feb 11
@Joe Moss not for me! Just reinforces you are someone we should be listening to and watching.
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Feb 4 •
Ep 28. How to add $1bil AUM in under a year
with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.
1 like • Feb 11
@James Conole I've "hunted" thousands of RIAs in my day. Listening to how you built the Rooted brand out gave me hope for our industry's future! Great pod guest @Joe Moss
1-10 of 10
@alex-graf-3310
Custom portfolios without a need for prop products. Everything transparent and rules based.
Active 5h ago
Joined Nov 13, 2025
ENTJ
Chicago
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