Episode 131: This week, Kyle Van Pelt talks with Joe Moss, Founder at AdvisorTechBook. With a background in real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks.
Joe talks with Kyle about the rapidly evolving world of advisor technology, AI, and personal branding in wealth management. He discusses how financial advisors can simplify their technology, leverage AI effectively, build meaningful personal brands, attract top talent, and grow organically in an industry where relationships matter most.
In this episode:
(00:00) - Intro
(01:26) – Joe’s money moment
(02:34) – Joe’s winding path to fintech
(05:47) – How people should evaluate AI in the future
(10:16) – The Zero Basis Points theory
(12:29) – The importance of data lakes in connecting AI capabilities
(18:49) – Why advisors need to tell their own stories
(20:41) – Strategies for attracting and retaining the best next-gen advisors
(27:35) – The difference between an audience and a community
(28:22) – Joe’s thoughts about the future of the financial services industry
(32:27) – Joe’s Milemarker Minute