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AdvisorTechBook · Mar 18, 2026

The "Go at It" framework

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Joe Moss · AdvisorTechBook

This will be short.

You might laugh.

Before we get to the GOAT framework, I want to compare a couple top advisortech companies and how fast they are onboarding… uh, users.

Disney live-action character of the week: #3 Kevin Flynn (Tron, Tron  Legacy) – The Mouse Minute
Kevin Flynn as a user… as a program from the movie Tron - 1982

Altruist’s Hazel AI - +1500 advisors per month 🔮

https://riabiz.com/a/2026/3/18/altruist-again-has-staggering-ai-news-1600-ria-firms-subscribe-to-hazel-in-one-month-and-pipeline-suggests-1500-advisors-will-join-per-month-for-next-nine-months-ceo-says

Skool - 2,000,000+ users per month

Whereas Skool is growing by 1,000,000 users every two weeks, and about 1,000 new communities per day.

It took 4 years to get to the first million users, and now it takes 2 weeks… impressive!

Now for the “Go at it” Framework at 11:28:

I applied the “go at it” framework for my book today and it seems to have worked!

Lastly, Slant CRM has a March Madness bracket:

Happy Wednesday!

Joe

Read the original on advisortechbook.substack.com

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