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?

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

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

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

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