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AdvisorTechBook · Apr 30, 2026

InfluenceLab.io & SageContent

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Joe Moss · AdvisorTechBook

A while ago, I made a post about “22 investments better than ‘——-’” and it was my best ever (due to the amount of reader feedback I received). Don’t go looking for it, it’s vanished.

However, recently, two more such investments have come on my radar that need some attention due to their low-cost/high-value nature and the results advisors are getting.

(and one of them might involve Skool… :)

They are:

But before we get into some details on these, I wanted to highlight this 💎 of a post by Daniel Keever:

Meaning, before you go gung-ho on LinkedIn or Video… it may be worth picking a super specific niche and understanding what channel/offer would resonate best.

Ok, now onto the good stuff.

A while ago, I found this post on Substack by Adam Knorr:

Which I loved… come to find out he’s a copywriter for financial advisors… and, a kind of famous one:

So I started following him and enjoying his excellently-written posts… and then saw that he had started a SaaS LinkedIn writing coach for advisors… InfluenceLab.io.

It uses AI… which I despise… 🤪 But it doesn’t write posts for advisors… which I love.

He’s been posting all about it on LinkedIn, the growth, advisor feedback, results… it’s been fun to watch:

But then, a few days ago, I saw there was a Skool community in the works (that INCLUDES influencelab.io):

Now this is something I’ve been writing about for a while - combining SaaS with a community with best practices and training… SO THAT the SaaS gets better implemented, adopted, and results are better.

I wrote about it here. Here’s the gist:

From what I can tell, Adam Knorr is an expert - his clients get results - his tool works… and now you can access it within a community of your peers AND…

He’s running it with Jacob Gardner, CFP® and Kyle Kuyat, CFP®, ChFC®, RICP® of Defining Wealth, so it covers Growth, Profitability, and Scale:

It appears like they’ve already had 8 advisors join in the past few days.

Seems pretty cool!

You can check out the website here: www.theadvisorgps.com

Another new-ish offering for advisors that I’ve heard lots of people raving about is SageContent by the “tiktok” boys: Nick Meyer, CFP® and Nate Hoskin, CFP®.

It’s an AI-powered video recording/editing/posting/scripting platform for advisors:

And they hit $1mil ARR in 8 months… which is impressive!

You can check out the website here: www.sagecontent.ai

So there you have it - conquer LinkedIn (in a community with some SaaS) and Video by some industry-wide experts… BOTH for under $500/mo.

This is gold.

Well, cheaper than gold actually…

To Epic Human Stories,

Joe

P.S. Niki Clark has been on an anti-AI rampage this week!… which I love.

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