Hosted by Thomas Manetta, MSFAWith Joe Moss
Marketing tools promise efficiency, but do they deliver authenticity? Can technology replace the human connection that builds trust in financial advisory relationships?
In this episode, Thomas Manetta sits down with Joe Moss, founder of AdvisorTechBook, for a candid conversation about AI prospecting tools, the future of advisor technology, and the importance of staying human in an increasingly automated industry.
Joe shares his critical perspective on platforms like FINNY, why cold outreach often fails, and how advisors can use technology without sacrificing authenticity. They also explore Joe’s new platform, Skool, and his upcoming book on the advisor tech stack.
Joe discusses:
- Why AI-generated content in cold prospecting damages trust rather than building it
- The golden rule of prospecting and respecting potential clients’ time
- How authentic, personalized outreach dramatically improves response rates
- The shift from social media positivity to AI-generated content eroding human connection
- Why the AUM business model undervalues the real impact financial advisors provide
- And more!