🎙️ The AdvisorTechBook LIVE! Podcast
LIVE! with Joe Moss and guests
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✨ The 7,000 Project
Are you looking to build daily compounding habits in 2026? Let's build together!
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🔥 Insider Access
Jumpstart your network with a high-impact introduction
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💎 Hyper-Personalized Micro Campaigns
the NICHE of ONE
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7-Figure RIA Ops Playbook
This playlist features 4+ bite-sized trainings (10-15 minutes each) from industry professionals who specialize in serving RIAs and financial planners. Each expert shares their proven frameworks, strategies, and tactics that you can implement right away.
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Prospecting
WealthReach, WealthFeed, aidentified, Slant, Cashmere, Catchlight, etc.
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AI Notetaking / Assistants / AI Agents
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Data Gathering
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Custodian
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CRM
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Portfolio Management
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Performance Reporting
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Financial Planning
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Budgeting / Cash Flow Automation
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Document Management
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Website / Branding
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Investment Data / Analytics
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Fee Billing
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Compliance
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Archiving
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Risk Tolerance
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Scheduling
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Tax Planning
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Estate Planning
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Healthcare / Medicare / LTC Planning
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Insurance Planning
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Liability Planning
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Charitable Planning
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Advice Engagement
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The Financial Advisor of the Future
Craft an efficient, profitable, and lifestyle-oriented practice ~ by Derek Notman, CFP®
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