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Owned by Joe

Conversations at the intersection of AdvisorTech & Human Potential

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228 contributions to AdvisorTechBook LIVE 🎙️
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 • 22d
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 • 24d
@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 • 29d
I think Michael Whitman could help: https://www.linkedin.com/in/michaelwhitmanmba/
Jump vs. Zocks
Hello all. I am doing some research for a client who is looking into Jump or Zocks. I have been down a few rabbit holes and wondering any thoughts and opinions here on either of these platforms. I also heard a lot about Quin.
0 likes • Apr 22
@Niki Clark sometimes the good 'ole coin flip is the way to go! ;)
2 likes • Apr 30
@Jose M Lopes that’s what I’ve heard too
Ep 46. The daily walk to the trash... from the mailbox
with @Steve Abbett of Nexruto.com In this final podcast of Season 1, we dive deep into mailboxes and seminars and closing rates... but not because Steve *loves* direct mail, but because... it just works. Here's the math: - 10,000 mailers - 50 registrants - 25 attendees - 2-8 million new AUM $20k-$80k in ARR from a $10k investment - would you take that deal?
0 likes • Apr 24
@Niki Clark I think "when done right" applies to pretty much all marketing - part of what makes it so hard I guess - clarity on the ICP, the problem being solved, reaching them where they are, having the skills to close...
1-10 of 228
Joe Moss
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56points to level up
@joemoss
✍️ Writer ~ AdvisorTechBook.com

Active 8h ago
Joined Aug 7, 2025
INTJ
Illlinois
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