MERRY CHRISTMAS RIA!!! ❄️🎄🎁
a present from yours truly
I thought about the best possible gift I could give the RIA industry…
And eventually it came to me.
Early access to my next book!
But not just my TOP picks for all things personal branding and advisortech… but a way for you to make money helping me spread the word!
My goal is to make this book THE MOST IMPACTFUL piece of content you read next year helping you to 10X your business, your mindset, and your impact in your clients’ lives.
Think like 10X the value of this epic book:
⬆️ Great book, btw. You should read it too.
My book will include the very best #AdvisorTech available for:
DISCLAIMER NEEDED:
Email, Calendar, Document Management, Team Chat
Phone / Texting
Scheduling / Video Meetings
LeadGen / Email Newsletter / Podcast
Prospect nurturing platform
CRM, AI Notetaker, Prospecting, Email Sequences
Business Checking
Accounting / Bookkeeping
Website platform / Designer
Financial Planning
Custodian, Billing, Reporting, Trading, Cash Management
Archiving / Compliance
Firm Data / Benchmarking
and then some Extras - nice to have for:
Email overlay
Budgeting / Cash Flow Planning
RIA Business Intelligence
Client Service Calendar and Interactive Checklists
RTQ, Investment Analysis, Proposal Generation
Tax Planning
Estate Planning
Health Insurance Planning
LTC Planning
401k Rollover Management
Money in Motion Tracking / Niche-Building
It’ll be truly epic, you’ll see. :)
By pre-ordering a copy, you’ll also get a 30min tech stack review call with me to tweak this list based on your specific situation.
And you’ll get a hardcover 8.5x11” copy of the book when it comes out in Spring 2026.
And you’ll get to be a part of a community of other advisors all using the same tech and growing like crazy!
💸And finally, you can help me spread the word and make 50% of any pre-order packages that you sell.💸
It’ll be $99 for everything mentioned above.
Here’s where to sign up: www.skool.com/2026-ultimate-advisortech-book/about
All further instructions are in the community:
So… hope you love your gift!
I’ve loved putting it together for you.
Merry Christmas from AdvisorTechBook!
To Epic Human Stories,
Joe
P.S. All proceeds from this book will go to building the very best advisor coaching community I can!