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Owned by Joe

Conversations at the intersection of AdvisorTech & Human Potential

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160.8k members • Free

230 contributions to AdvisorTechBook LIVE 🎙️
Hazel vs RightCapital
Anyone have any feedback on Hazel vs RC? Can Hazel eliminate any other tech stack components?
0 likes • 5d
I'd check with @Sam Flaten he knows these products inside and out: https://www.linkedin.com/in/sam-flaten-cfp%C2%AE-chfc%C2%AE-473b9615a
Tax Planning~WAYT ... Holistiplan vs. Hazel vs. Hive Tax AI
I got a question on tax planning software and wanted to get others opinions: "I'm an AdvisorTechBook subscriber and had a question on tax software. I am leading the charge on bringing on a software for our firm that allows us to run tax projections and present visuals. What are your thoughts on Hive Tax AI. I have demoed all of them and used to use Holistiplan but want an experts thoughts on which tool will be the best one for the future. Thanks!" So... what are you using? What have you used? What's the future of tax planning software?
Tax Planning~WAYT ... Holistiplan vs. Hazel vs. Hive Tax AI
0 likes • 27d
@Rachel Cameron That's good to know! I might start doing demos/podcast again in a few months - we'll see. :)
Congrats Joe 🎉
Congrats on the accomplishment!!! Back-to-back book releases is super inspiring!! 👏🏽👏🏽 Appreciate you for taking the time to share your wisdom.
Congrats Joe 🎉
1 like • May 12
Thanks! When's your book coming out? ;)
Future Proof - Speaker Submission
Hello everyone. I recently worked on a submission for an advisor to speak at Future Proof. I was wondering if anyone here has been through the process and if you ever hear back from the team if either they want to have you speak or if they "appreciate your time" but not going to proceed.
1 like • May 11
@Malea Lydon would know!
Looking PreciseFP Integration Experts
Anybody know any specialists in managing integrations with PreciseFP? It’d be great if they have experience managing the API endpoints with eMoney + Salesforce.
1 like • May 6
I think Michael Whitman could help: https://www.linkedin.com/in/michaelwhitmanmba/
1-10 of 230
Joe Moss
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@joemoss
✍️ Writer ~ AdvisorTechBook.com

Active 15h ago
Joined Aug 7, 2025
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Illlinois
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