Team
The people who make your brand.
Real people, using AI as a tool. Every page, video, episode and post is made by someone on this page, and you'll know them by name.
The team
The people behind your brand
Founder
Joe Moss
Founder of Advicer.bio and author of The Ultimate AdvisorTech Stack. Leads every partnership, from the plan to the monthly call.
Director of Getting RIAs Clients
Syed Mustafa Hassan
Turns your plan into new clients: the campaigns, follow-up and numbers that bring them in.
Advicers Community Manager & Word-Smith
Derek Pollard
Runs the Advicers community, and writes and edits the copy: pages, emails and posts.
People, using AI
AI helps us work faster; a person on this team makes and checks every piece before it reaches you.
One plan, one team
We work alongside your marketer, website company or consultants, so everyone follows the same plan.
You approve it all
Nothing goes out until you and your compliance team sign off.