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AdvisorTechBook LIVE 🎙️

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15 contributions to AdvisorTechBook LIVE 🎙️
Ep 32. Stevyn Guinnip of Grow Wellthy
Edited version coming soon :) with @Stevyn Guinnip of https://www.growwellthy.com/
2 likes • 4d
Such a good one. I know there are things I need to be doing and slowly I am getting there but this conversation was a good encouragement to keep it up. I have been following @Stevyn Guinnip for at least two years now so I was excited to see her here. And we ALL need encouragement!
1 like • 3d
@Stevyn Guinnip wasn't me. I can't remember where I heard it either. But good stuff.
Ep 31. So what should AI be used for... and what should it not be?
with @Cornelius Graubner of Shatterpoint AI Shatterpoint is the AI-native operating system for modern wealth teams - automating onboarding, portfolio analysis, and client reporting so advisors can scale trust, not headcount.
2 likes • 4d
@Cornelius Graubner took a look at your site and from what I can tell, the client facing dashboard looks great! So easy to use and understand. Very cool!
Stop Selling your Hours - Growing Money with Sean Trace
I LOVED being a guest on this podcast - it got real. YouTube: https://youtu.be/OKWrSIqtWRs?si=S-qch9Z39QYyiXFj Spotify: https://open.spotify.com/episode/4amdn9MEit0gAUrxqrwsRt?si=b29c1304322e4483 Apple Podcasts: https://podcasts.apple.com/us/podcast/stop-selling-hours-joe-moss-growing-money-with-sean-trace/id1681527083?i=1000748299630
2 likes • 8d
@Taylor Stewart it was very good
2 likes • 7d
@Joe Moss and @Taylor Stewart Wow, coming out of the gate with that one. No, I do not use AI for such things. I value learning my way versus phoning it all in to AI. If I find value in something that will help me learn the industry and grow my knowledge base, I will go all in. I don't waste my time on silly little things that most get easily distracted by. I'm building my business not playing small.
Ep 28. How to add $1bil AUM in under a year
with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.
1 like • 10d
@James Conole true story, Root's website has been brought to me more than once as examples of websites my clients like!
1 like • 9d
@Joe Moss that's my fist time seeing Seeds - VERY cool!
📰 FMG buys Testimonials iQ
https://citywire.com/ria/news/fmg-buys-testimonials-oriented-fintech/a2483161 @Brian Thorp , what's this mean for the testimonials space?
1 like • 10d
Ohh, I am intrigued. 👀
1-10 of 15
Niki Clark
3
22points to level up
@niki-clark-3884
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.

Active 3d ago
Joined Dec 24, 2025
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