In this episode of The Purpose-Focused Advisor, Rob sits down with Joe Moss—author, advisor tech expert, and connector in the financial services space. Joe is on a mission to help advisors navigate the ever-evolving world of technology. Joe has become a trusted resource for financial professionals seeking clarity and confidence in their tech decisions. Joe shares the backstory behind his new book, The Ultimate Advisor Tech Stack 2025, and explains how financial advisors can use it to simplify their tech choices, stay focused, and build more efficient practices. This episode is a masterclass in cutting through noise and making intentional decisions in your business and life.
Key Takeaways:
- The Power of Learning from Industry Leaders (04:47) – Studying industry leaders leads to valuable insights that highlight the gap between theory and real-world practice.
- From Blog Post to Essential Guide for Advisors (08:52) – Transforming a simple idea into a structured resource helps advisors make better technology decisions.
- Building a Tech Stack That Drives Efficiency and Growth (15:57) – Selecting the right tools rather than accumulating too many ensures efficiency and maximizes impact.
- Avoiding the ‘Shiny Object’ Trap and Staying Focused (22:29) – Limiting focus to a few key initiatives per quarter prevents distractions and leads to meaningful progress.
- Mastering the Art of Saying No for Greater Success (27:25) – Eliminating unnecessary commitments allows for greater clarity, productivity, and personal fulfillment.
Joe Moss: “It’s easy to stay busy and keep grinding—but real growth happens when you slow down, focus, and make the tough decisions that actually move the needle.”
Rob Brown: “The faster we go and the thinner we spread ourselves, the less we work on what truly matters most. Slowing down isn’t weakness—it’s wisdom.”
About Joe Moss: Joe is a prolific writer in the advisortech space and the driving force behind Conneqtor, a platform that connects and builds community for advisors, operators, consultants, and advisortech. He’s the author of The Ultimate Advisor Tech Stack 2025, a practical guide for navigating advisor technology with clarity and confidence. Joe is also the founder of the “Supergrow for Financial Advisors” Skool community and the RIAjobs.io industry job board.
Connect with Joe Moss:
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