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Friday Special: Introductions to leaders in advisortech, marketing, and client experience.

Advisortech Insider: Daily Insights for Modern Financial Advisors

Author

Joe Moss
March 15, 2024

Happy Friday, ya’ll!

This week I met with several cool people and wanted to introduce some of them to you!

On Monday, I met with Stephanie Reilly:

We talked about putting together an advisortech capability matrix to better capture the overlaps / gaps in an advisortech stack. Somebody should definitely do this.

On Wednesday I met with Adam Holt:

We talked about using technology to elevate the advisor in the advisory relationship.

“Every advisor will eventually be using the same crappy tech…”

It’s how they use the tech, navigate the relationship, present and discuss topics…

On Wednesday, I also met with Derrick Kinney:

We talked about the LinkedIn tracking I’m doing, doing good with our marketing, using words to convey a message.

“Words = Wealth”

On Thursday, I met with Jeremy Blubaugh:

We talked about customizing GPT bots to produce better content, setting the stage for a prompt, using different bots for different reasons - finding your desired writing style and working with a bot until it can match it.

On Thursday, my podcast with Lauren Hong was released:

We talked about data tracking, advisortech, community, niches, marketing, LinkedIn, email list building, audience building / hi-jacking

Lastly, on Friday I met with Dennis Moseley-Williams:

We talked about living in Canada although most of his work is in the U.S., relational advising, client transformation, speaking at 50 events a year for 30 years (Yes, more than Kitces… :)

They say your follower count is the average of the people you Zoom with… (who says that?)

Well, I’m blessed to be able to hang with these people!

  • Adam Holt - 8,106

  • Dennis Moseley-Williams - 7,754

  • Derrick Kinney - 7,539

  • Jeremy Blubough - 7,502

  • Lauren Hong - 3,108

  • Stephanie Reilly - 812 (I think she’s better known than her followers represent, yes? :)

I recommend connecting with them all!

Wishing you a lucky St. Patrick’s Day weekend!

Joe

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