with @Mark Tenenbaum of Kitces.com - AdvisorTech - Productivity - Marketing - Wellbeing

by Bob Veres and Joel Bruckenstein - 2026 T3/Inside Information Advisor Software Survey - 2025 T3/Inside Information Advisor Software Survey - 2024 T3/Inside Information Advisor Software Survey - 2023 T3/Inside Information Advisor Software Survey - 2022 T3/Inside Information Advisor Software Survey - 2021 T3/Inside Information Advisor Software Survey - 2020 T3/Inside Information Advisor Software Survey - 2019 T3/Inside Information Advisor Software Survey - 2018 T3/Inside Information Advisor Software Survey - 2017 T3/Inside Information Advisor Software Survey AdvisorTech Surveys

https://podcasts.apple.com/us/podcast/fire-half-your-tech-joe-moss-on-building-a-smarter/id1823705244?i=1000752504766 "I printed a massive advisor tech map, taped it to the wall, and decided I was going to figure it all out." (04:50) “Fire half your tech stack. You're not using it anyway. Save all the money, save all the time, spend half your day actually marketing and prospecting and the other half like working with your current clients. And you can have a lot freer life basically.” (06:25) "Content wins. Personality wins. Trust compounds over time if you consistently show up." (12:40) "Most advisors are buried in busy work and tools they don’t even use. Simplify, focus, and build something real." (09:15) "AI can help, but only after you learn how to think for yourself. Don’t outsource your brain." (15:10) I sat down with Joe Moss, founder of Advisor Tech, and the conversation was a masterclass in building a modern advisory firm. His path wasn’t traditional. He started in 2008–2009, lost money trading, bounced through real estate, and eventually fell deep into the personal finance world. That curiosity led him inside an RIA, where he saw firsthand how bloated most advisory tech stacks really are. Too many tools. Too much busy work. Not enough focus. So Joe printed a massive advisor tech map, taped it to the wall, and decided to figure it out. Today, he’s written the Advisor Tech Book and helps advisors simplify, streamline, and build firms that actually give them freedom. His message is simple. Fire half your tech, focus on what matters, market consistently, serve clients well, and don’t outsource your thinking to AI. If you’re building a modern advisory firm and want more clarity and less chaos, this episode is worth your time.

...Around getting an estate plan done! with @Matt Morris of EncorEstate Plans

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!