Marketing tools promise efficiency, but do they deliver authenticity?

Can technology replace the human connection that builds trust in financial advisory relationships?

In this episode, Thomas Manetta sits down with Joe Moss, founder of AdvisorTechBook, for a candid conversation about AI prospecting tools, the future of advisor technology, and the importance of staying human in an increasingly automated industry.

Joe shares his critical perspective on platforms like FINNY, why cold outreach often fails, and how advisors can use technology without sacrificing authenticity. They also explore Joe’s new platform, Skool, and his upcoming book on the advisor tech stack.

Joe discusses:

• Why AI-generated content in cold prospecting damages trust rather than building it
• The golden rule of prospecting and respecting potential clients’ time
• How authentic, personalized outreach dramatically improves response rates
• The shift from social media positivity to AI-generated content eroding human connection
• Why the AUM business model undervalues the real impact financial advisors provide
• And more!

Resources:

• How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

Connect with Thomas Manetta:

• (415) 640-2121
• LinkedIn: Thomas Manetta
• Manetta Wealth
• thomas@manettawealth.com

Connect with Joe Moss:

• LinkedIn: Joe Moss
• Website: AdvisorTechBook
• Skool: @joemoss
• joe@advisortechbook.com

About our Guest:

With a background in various industries, including real estate and data analysis, Joe Moss has become a go-to resource for financial advisors looking to optimize their tech stacks. Known for his practical solutions and ability to make complex concepts easy to understand, Joe’s work is all about helping advisors make smarter, more informed decisions when it comes to technology.

When working with Joe, you’ll soon realize he has a passion for problem-solving and helping others understand the value in optimizing their tech solutions. He’s developed a broad knowledge of the industry from years of reading about and listening to thought leaders in the RIA and fintech space.

Today, Joe uses his background and deep industry understanding to help advisors navigate the increasingly complex advisortech landscape.

Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.

In this episode, Thomas Manetta sits down with John Finney, CFP®, Co-Founder of Overvue, to pull back the curtain on one of the most overlooked friction points in financial services: onboarding. Together, they explore how the way advisors gather information sets the tone for trust, confidence, and long-term relationships.

Thomas and John discuss:

• Why onboarding is often the biggest hidden bottleneck in advisory firms
• How outdated paperwork and manual processes impact client perception
• The role client experience plays in advisor retention and growth
• What frictionless onboarding looks like for both tech-savvy and non-tech clients
• Why scalable, independent advisory practices are becoming more realistic
• And more!

Connect with Thomas Manetta:

• (415) 640-2121
• LinkedIn: Thomas Manetta
• Manetta Wealth
• thomas@manettawealth.com

Connect with John Finney:

• LinkedIn: John Finney
• Overvue
• jfinney@overvueproposals.com

About our Guest:

John Finney is the Co-Founder of Overvue, a platform built to simplify and modernize the onboarding experience between financial advisors and clients. With a background in wealth management, John focuses on solving real operational problems that improve efficiency, accuracy, and client experience.

This episode takes you inside the real shift that changed Thomas’s entire career.

After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and finally felt free to work in a way that matched his values. He shares the moment a long-time client noticed the change in him, how independent custodial support unlocked authentic advisory work, and why organic growth becomes possible when your platform is aligned with your purpose.

You will also hear how AI, advisor independence, and the future of custodial technology may reshape the entire wealth management landscape.

What you can expect:

• How custodial alignment impacts authenticity
• Why organic growth is tied to trust, not tactics
• The role AI will play in the next era of advisory work
• Why content and podcasting change organic visibility
• And more!

Resources:

• Behind The Curtain Finance on YouTube
• Building the Future of Advice with Jason Wenk (Ep. 11)

Connect with Thomas Manetta:

• (415) 640-2121
• LinkedIn: Thomas Manetta
• Manetta Wealth
• thomas@manettawealth.com