Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More

Owned by Taylor

BP
Better Planner

1 member • Free

Memberships

Advisor Video Academy

94 members • Free

Sparrows Financial

29 members • Free

AdvisorTechBook LIVE 🎙️

134 members • $99/month

Skoolers

189.8k members • Free

7 contributions to AdvisorTechBook LIVE 🎙️
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
1 like • 28d
@Joe Moss hahaha I wondered something very similar
1 like • 25d
@Niki Clark For the record I didn't actually think you were using AI to listen to podcasts. How would that even work? lol. And I hear you on the all in thing. Obsession can be healthy. Keep it up!
📰 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 • 29d
@Brian Thorp I'm a diet coke guy in the beverage and apparently advisor testimonial space too 👊
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 • 29d
@Joe Moss I'm not suprised at all the first two tools on that list are not advisortech specific. The CRM / project management tools in the "rest of the world" are just miles better than what we have.
👀 Altruist 2026 & Beyond
10 min quotes: - Less tech vendors is better than more tech vendors - Simplicity scales - that's better than complexity - Focus on one thing and do it excellently
2 likes • Jan 30
I could benefit from that 3rd bullet point ha
3 likes • Jan 30
@Niki Clark as Hormozi says "Focus becomes harder as your abilities increase because you see more opportunities." So I think capable people are capable and they take on a lot as a result. Then I think we ignore compounding. If you're optimizing for long-term value/dollars it makes no sense to divide your efforts. The world pays the "best" orders of magnitude more than it pays those who are "pretty good." But it takes time to become the best and most of us jump to or take on another thing before becoming the best. It's not always intentional either. I thought I was just "following my passions" until I realized I was destroying my results.
Sam Altman is a HUMAN Notetaker... 😂
taking notes with paper and pen is simply the best
1 like • Jan 23
does taking notes on ipad with apple pencil count as being a human notetaker?
1-7 of 7
Taylor Stewart
3
43points to level up
@taylor-stewart-3184
Financial Planner | Building Kerdora - planning software for my fellow advisors and the clients they serve

Active 13d ago
Joined Oct 25, 2025
McKinney, TX
Powered by