The Book Outline

overcoming a hurdle

AdvisorTech and RIA Service Providers - I have an opportunity for you to be included in the book - email me at joe@advisortechbook.com and I’ll explain more.

I was shooting for a March 1st book release, but alas, I just didn’t quite have clarity. Now I’m shooting for April 1st, and I have clarity… at least a lot closer.

I did some wall staring (have you heard of that?), and came up with a plan.

Wall-staring at a big a## calendar is even more interesting… you can literally start imagining your life ticking away. :)

There are 5 weeks until my book launch, I’ll leave the last one for wrap-up.

This gives me 4 weeks to write the book… about 20 chapters sounds about right.

So first, for the sections:

• The Setup (on why, mindset, the ultimate advisortech)

• The Tech (the categories and specific tech I think every serious advicer needs)

• The Growth (on using the tech to reach your organic growth goals)

5-10-5 seems like a good split - the chapters that is - 5 chapters on The Setup, 10 on The Tech, 5 on The Growth.

I have all the ideas I need from my Substack posts, from my Podcast guests, and from my 7 years’ experience causing a ruckus in #advisortech land.

Let me pop over to Workflowy and hash this out:

It’s a good start.

I have a question for you - if you had to build your advisortech stack from scratch starting today… what would you choose?

Let’s get writing,

Joe