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Owned by Jose M

$100K Net Worth Club

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

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12 contributions to AdvisorTechBook LIVE πŸŽ™οΈ
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 β€’ 6d
The ULTIMATE client experience
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 β€’ 10d
Always fun talkin to you Joe!! Appreciate you for having me πŸ™πŸΎ
Sam Altman is a HUMAN Notetaker... πŸ˜‚
taking notes with paper and pen is simply the best
1 like β€’ 13d
Asshole πŸ˜‚ cant believe he tosses them on the floor for the housecleaner! Pick up your trash Altman!
Conferences?
Hey everyone, what are your thoughts on the value of the T3 conference? We'll be spending a lot of time next year meeting new people and introducing them to our platform, and we've had mixed results with various conferences in the past.
0 likes β€’ 13d
I’ve never been but looks like Kitces is calling this the top tech conference for advisors https://t3conferences.com/once-again-kitces-names-t3-the-top-tech-conference-for-financial-advisors/
🧭 Start Here - Introductions πŸ‘‹πŸΌ
Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 (2026 now available for pre-order!) I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! πŸš€So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - πŸ—ƒοΈ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - πŸ“° AdvisorTech News - πŸ’‘ Real Tech Stacks - πŸ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - πŸ€– All the AI Notetakers for Advisors - πŸš€ Tech growing fast - πŸ‘€ Tech to watch
🧭 Start Here - Introductions πŸ‘‹πŸΌ
1 like β€’ Nov '25
Couldn’t agree more @Christopher Clepp πŸ‘πŸ½
2 likes β€’ 26d
with your love for spreadsheets, you’ll fit right into this community πŸ˜‰ Welcome @Niki Clark !
1-10 of 12
Jose M Lopes
3
28points to level up
@jose-lopes-7162
πŸ’Ž 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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