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AdvisorTechBook

Joe Moss \ud83d\ude80\ud83d\udd25

Curating the people and tech to help you build the very best RIA you can! \ud83e\uddd8

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues218SubscribersRead advisortechbook.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Ep 45. AUM vs. Flat Fee Pricing - where's the value??

With a ‘stache like that and starting fights on LinkedIn about pricing models, I was hoping Sam was… well, you’ll just have to watch.

38 hours ago
4
0

Going Stackless

I’ve been lacking in inspiration lately so I started looking for it elsewhere, maybe more than usual… here are some recent listens/watches that I’ve enjoyed and some insights I’ve gleaned.

10 days ago
11
0

Ep 44. On private investments reporting & AI

Today I chatted with Alex and Ayo on the podcast about their company Bridge, private investments, how they’re using AI, and the overall alts market.

17 days ago
1
0

The "Go at It" framework

This will be short.

23 days ago
11
0

Authors

The writers behind this newsletter.

  • Joe Moss \ud83d\ude80\ud83d\udd25
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