Episodes

  • Ep 9. Zocks isn't all that threatened by CRM

    Ep 9. Zocks isn't all that threatened by CRM
    Jan 6 2026

    More details in the AdvisorTechBook community on Skool! www.skool.com/advisortechbook



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    57 mins
  • Ep 8. Making It Rain with Investipal - Sales Enablement, RTQ, Proposals & More

    Ep 8. Making It Rain with Investipal - Sales Enablement, RTQ, Proposals & More
    Jan 6 2026

    For more details, please visit: https://www.skool.com/advisortechbook



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    56 mins
  • Ep 6. A Million REAL Financial Plans

    Ep 6. A Million REAL Financial Plans
    Dec 30 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    56 mins
  • Ep 5. Practice Management / Business Intelligence / RIA Valuation

    Ep 5. Practice Management / Business Intelligence / RIA Valuation
    Dec 11 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    55 mins
  • Ep 4. The CRM-Killers are here.

    Ep 4. The CRM-Killers are here.
    Dec 4 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    53 mins
  • Ep 3. Scaling Advice using Guides, Checklists, & Client Service Calendar

    Ep 3. Scaling Advice using Guides, Checklists, & Client Service Calendar
    Nov 24 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    1 hr
  • Ep 2. The Future of CRM is a 2nd Brain (a chief of staff)

    Ep 2. The Future of CRM is a 2nd Brain (a chief of staff)
    Nov 10 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    1 hr and 2 mins
  • Ep 1. The future of Data Gathering is Transportability ~ Flextract

    Ep 1. The future of Data Gathering is Transportability ~ Flextract
    Nov 8 2025

    For timestamps and more details, please visit: https://www.skool.com/advisortechbook



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    49 mins