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Owned by Jose M

$100K Net Worth Club

48 members β€’ Free

All you need to build a $100K net worthβ€”real strategies, no gimmicks.

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17 contributions to AdvisorTechBook LIVE πŸŽ™οΈ
πŸ“ŒPart I of The 2026 Ultimate AdvisorTech Stack
Full write-up on Substack here. - Email/Calendar/Documents - Google Workspace - Phone/Texting - CurrentClient - Video Meetings/Scheduler - Zoom + Zoom Scheduler (or Calendly) - Prospecting - LinkedIn + Become Unforgettable community - CRM - Slant CRM or Altitude CRM - Community - Skool - Niche Video Podcast - Skool/Substack/YouTube - Website - Aryze Design/Webflow - Bookkeeping/Accounting - Mercury / Puzzle
1 like β€’ 2d
I’m surprised another CRM besides slant made the list!
Thanks!
Appreciate the invite to this select group! Looking forward to learning and participating. Happy to answer questions about women and money and how to effectively engage with the wealthiest most underserved market in the planet - women!
3 likes β€’ 3d
welcome to the group @Ben Henry-Moreland!and you too @Stevyn Guinnip. And good to see you as always @S. Tate-Plans 😎
1 like β€’ 2d
@S. Tate-Plans I meant to tag @Barbara Provost but more than happy to invite @Ben Henry-Moreland to the party too lol
Ep 36. Making RIA data easy to research with RIA Pulse
with @Jayce Nall of https://riapulse.com/ Including like the attached list of fastest-growing firms using Altruist!
3 likes β€’ 16d
I use this tool ALL THE TIME @Jayce Nall!! Thanks for building this. Makes my job researching RIAs I’d like to work with infinitely easier
Ep 26. How to create Trust-At-Scale by writing a book
with @Paul McManus of TheShortBookFormula.com We talk about: - writing a book (obviously!) - how his podcast with Kitces exploded his company growth (and inspired Joe to write a book!) - Tesla's full-self-driving capabilities - how humans be be future-proof by developing good judgement
1 like β€’ 20d
Yet another sign for me to potentially write a book πŸ’―πŸ’―
Ep 33. Modern Data Gathering using AI - Oblate AI
Edited version coming soon! with @Shad Uadiale of https://www.oblateai.com/
Ep 33. Modern Data Gathering using AI - Oblate AI
2 likes β€’ 22d
Another potentially great tool I’m going to have to add to the β€œcheck this out” list. I will never be bored in this space πŸ˜‚ Looking forward to watching this @Shad Uadiale
1-10 of 17
Jose M Lopes
3
9points to level up
@jose-lopes-7162
πŸ’Ž Building Agentic Systems for financial planners. Bridging the gap to financial freedom.

Active 3m ago
Joined Oct 2, 2025
INFJ
Boston, MA
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