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AdvisorTechBook LIVE 🎙️
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3 contributions to AdvisorTechBook LIVE 🎙️
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10d •
What is the ULTIMATE organic growth strategy? in your opinion
So clearly our industry has a massive organic growth problem... How do YOU think we fix this?
0 likes • 4d
@Joe Moss Why not? People do this in IT services all the time. "I'll redo your website for free" is the ultraclassic wedge
1 like • 4d
@Joe Moss Yes - but would you trust him to manage your money/do his taxes? Also he monetizes his audience differently than an advisor would. I'd argue that if you're going after an older, established audience Ritholtz is the yardsticks. Barry and Josh both started out with a point of view, and now have podcasts, have written books, frequent media appearances, conferences, etc. If you want to go after a younger audience I'd look at what Vivian Tu (Your Rich BFF), Taylor Price (pricelesstay), or Tori Dunlap (Her First 100K) are doing across short-form video, written social, and newsletters But alas not everybody looks/sounds good on stage/video/audio, and a safer format might be the land-and-expand I suggest above...
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11d •
AI Prospecting isn't all its cracked up to be...
Sharing my FINNY piece here as well: https://advisortechbook.substack.com/p/all-in-on-finny
1 like • 7d
Nice one, Joe. My take: When early-stage wealth tech companies do get traction, that's genuinely good for the ecosystem. VCs are herd animals - one breakout opens wallets for others. Wealthtech is dominated by incumbents with bad products, and startups can build superior solutions. We need more capital flowing into the space, so we should all be team Finny and help them succeed. But: The best products in wealth management can only be built collaboratively. Startups need wealth operators who will candidly share workflows, introduce you to peers, and give you multiple at-bats. That only happens when there's trust. When heavily funded teams push broken products into the market, they burn trust. This makes it harder for other teams to find genuine partners, design clients, or patient collaborators.
1 like • 4d
@Joe Moss yes and you're doing doing the lord's work :) But seriously, VCs are normalizing “sell now, fix your product later” and pushing onto their portfolio companies. Starting with Series A though VCs will watch churn, so I guess the bet with Finny is that they can pivot the product into something that is useful. I agree though that it's not great for either the advisor or the tech community.
Oct '25 •
Shatterpoint – AI for Modern Wealth Management
Hi all, I’m Cornelius, founder and CEO of Shatterpoint. Most advisor tech today is built around point solutions - a better CRM, a faster notetaker, a slicker proposal tool. We’re taking a different approach. Shatterpoint is an AI-native operating system that unifies structured and unstructured data across a firm into one actionable layer. Instead of stitching together CRMs, spreadsheets, and custodians, advisors work from a single workspace where AI agents support proposals, onboarding, analysis, reporting, and other core advisor workflows. This short demo shows how Shatterpoint’s AI securely accesses PDFs, spreadsheets, and custodian exports, structures the data, and makes it instantly usable - in this case, preparing for a client meeting. We’re in early access with a handful of firms who are helping shape the platform’s direction. If you’re exploring ways to modernize your data architecture or advisor workflows, I’d love to compare notes.
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@cornelius-graubner-7840
Founder of Shatterpoint - AI for Modern Wealth Management
Active 3d ago
Joined Jan 8, 2026
New York
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