Advising in the Digital Age: Community Building and AI w/ Joe Moss
AFO|Wealth Management Forward
00:00
Evolution and Community Building in Advisor Tech
The chapter delves into the guest's industry background and their interest in organizing advisor technology tools. Various tools for improving advisor efficiency and client service are discussed, along with the importance of community building in the digital age. The speaker shares insights on developing leaderboards on LinkedIn, audience hijacking as a marketing strategy, and tips for effective LinkedIn usage.
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