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AdvisorTechBook LIVE šļø
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26 contributions to AdvisorTechBook LIVE šļø
12d ā¢Ā
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.
0 likes ā¢ 11d
@Joe Moss thanks!! @Malea Lydon let me know if you have any insights.
Apr 22 ā¢Ā
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.
1 like ā¢ 22d
@Jose M Lopes thanks for this addition - I will check them out.
1 like ā¢ 19d
@Dom Henderson very very true. I do think that user experience is the first barrier to overcome, which is what my client was alluding to (after some more back and forth). Kind of like peeling an onion sometimes but I absolutely agree that you need to have a plan/goals in place on what you want to achieve when using any sort of tool.
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29d ā¢Ā
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?
1 like ā¢ 29d
Very interesting. I know plenty of advisors who built their businesses on seminars pre Covid and now they have been expressing a challenge in making these happen so I found this interesting. I do believe the power of print marketing, when done right, the ROI is great! Emphasis on when done right.
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Apr 7 ā¢Ā
Ep 45. AUM vs. Flat Fee pricing models with Sam Flaten of LEVR Planning
with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up
1 like ā¢ Apr 8
Just got caught up on the LinkedIn posts. Looking forward to listening.
2 likes ā¢ Apr 8
Great conversation. I would say that just because someone is visible and "popular" on LinkedIn, or any social platform, doesn't mean they are nice or even do business in an ethical way. Value. It all seems to be coming to value. People want to feel valued.
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Mar 24 ā¢Ā
Adam Saubel - Saubel Financial Group - $18mil
Link to comment on LinkedIn š”Compare to The Ultimate Stack - Column W Connect with Adam: - LinkedIn - Saubel Financial Group: https://www.saubelfinancialgroup.com/ The REAL Tech Stack: - Email/Calendar - Microsoft - Video Meetings - Teams - Phone/texting - CurrentClient - Scheduling - Calendly - CRM - Wealthbox - Email Newsletter - FMG - Custodian - Altruist - AI / Tax planning - Hazel - Financial Planning - RightCapital - Archiving - MirrorWeb - RTQ/Proposals - Nitrogen - Accounting - Quickbooks Online
1 like ā¢ Mar 24
Curious about Hazel. I haven't had much time to delve into it but so far hearing good things.
0 likes ā¢ Mar 24
@Joe Moss oh this is going to be fun!!
1-10 of 26
@niki-clark-3884
Founder & CEO of Niki Clark Marketing. We work with financial advisors to sharpen positioning, elevate presence, and attract demand.
Active 9d ago
Joined Dec 24, 2025
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