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Owned by Jose M
All you need to build a $100K net worth—real strategies, no gimmicks.
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14 contributions to AdvisorTechBook LIVE 🎙️
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11d •
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 • 10h
Yet another sign for me to potentially write a book 💯💯
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2d •
Ep 33. Modern Data Gathering using AI - Oblate AI
Edited version coming soon! with @Shad Uadiale of https://www.oblateai.com/
2 likes • 2d
Another potentially great tool I’m going to have to add to the “check this out” list. I will never be bored in this space 😂 Looking forward to watching this @Shad Uadiale
18d •
Such a good read
Anybody read Seven Figure Firm by Erin Botsford?? She talks about how she took her firm from $300k to $3M revenue, then scaled to the point she sold the firm.. and none of the clients even knew because of how removed she was from the process. Such a good read, highly recommend. Comment below or HMU if you want the clean version!
4 likes • 18d
@Joe Moss The founder and senior advisors should focus on rainmaking and pass the clients onto the team, lead by a relationship manager. Some nice side notes: - All prospecting methods work. - Never keep a client waiting. - Remember the details and preferences. - Stories are powerful ways to build trust
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Jan 10 •
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?
1 like • Jan 13
The ULTIMATE client experience
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Jan 9 •
Solving the BIGGEST problems facing advisors with Jose M Lopes
@Jose M Lopes Lotta fun, dude! Thanks for being active in the community and sharing your thoughts. Here's how you can connect with Jose on LinkedIn: https://www.linkedin.com/in/jose-m-lopes/
2 likes • Jan 9
Always fun talkin to you Joe!! Appreciate you for having me 🙏🏾
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@jose-lopes-7162
💎 Building Agentic Systems for financial planners. Bridging the gap to financial freedom.
Active 2h ago
Joined Oct 2, 2025
INFJ
Boston, MA
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