Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of WealthFeed
Update: 2024-08-12
Description
In this episode, I chat with Matt Mossbarger, co-founder of Wealthfeed, a cutting-edge AI-driven business development tool designed specifically for financial advisors. We dive into how Wealthfeed is revolutionizing the way advisors connect with clients, streamline their workflows, and grow their businesses.
Learn more about Wealthfeed: www.wealthfeed.com
Connect with Matt on LinkedIn: Matt Mossbarger
Interested in discussing your financial planning needs? Email Dave at dpulcini@sixpointfp.com.
Learn more about SixPoint Financial Partners HERE: 
www.sixpointfp.com
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