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
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel