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The AdvisorTechBook Podcast

The AdvisorTechBook Podcast

Written by: Joe Moss
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 Curating the people and tech to help you build the very best RIA you can! 🧘

advisortechbook.substack.comJoe Moss Economics Personal Finance
Episodes
  • Ep 19. Building an Authentic Personal Brand

    Ep 19. Building an Authentic Personal Brand
    Jan 15 2026

    In this episode, we talk building an Authentic personal brand with Shannon Rosic of WealthStack.

    Some of the questions answered include:

    - What is your area of expertise?

    - How can advisors grow organically by building personal brands?

    - Why authenticity matters?

    - AI / Notetakers / Prospecting

    - Where Jump / Nevis / Finny are going

    - What's the future of the AdvisorTech map?

    - What are some of your goals for the industry?



    Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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    42 mins
  • Ep 18. Talking the Most Dangerous Ideas in Wealth Management

    Ep 18. Talking the Most Dangerous Ideas in Wealth Management
    Jan 14 2026

    We get into all of it in this one - M&A, organic growth, hard-to-believe valuations of Nevis, Finny, attracting talent, and more.

    Here are some of the top questions:

    * Have you ever killed a story that was true but unprovable?

    * What’s the biggest myth RIAs tell themselves about PE partnerships?

    * If he could force every large RIA to disclose one thing publicly, what would it be?

    * What’s the next untold story in RIA land that you’re circling right now?

    Thanks to Shannon Rosic for coming up with these!

    To Epic Human Stories,

    Joe



    Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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    42 mins
  • 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



    Get full access to AdvisorTechBook at advisortechbook.substack.com/subscribe
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    57 mins
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