The Truth About AI Prospecting Tools with Joe Moss (Ep. 16)
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!
Resources:
Connect with Thomas Manetta:
- (415) 640-2121
- LinkedIn: Thomas Manetta
- Manetta Wealth
- thomas@manettawealth.com
Connect with Joe Moss:
About our Guest:
With a background in various industries, including real estate and data analysis, Joe Moss has become a go-to resource for financial advisors looking to optimize their tech stacks. Known for his practical solutions and ability to make complex concepts easy to understand, Joe’s work is all about helping advisors make smarter, more informed decisions when it comes to technology.
When working with Joe, you’ll soon realize he has a passion for problem-solving and helping others understand the value in optimizing their tech solutions. He’s developed a broad knowledge of the industry from years of reading about and listening to thought leaders in the RIA and fintech space.
Today, Joe uses his background and deep industry understanding to help advisors navigate the increasingly complex advisortech landscape.
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