@Joe Moss may not love hearing this, but I integrated Claude into Microsoft office. Now, I feel like a fintech super hero, and I’ve only played around with PPT…. I had the vision and Claude helped bring it to life!
https://meetings.hubspot.com/alex-graf sorry, ive been MIA here trying to pad the pipeline. Use this link to find some time to chat! Claude is not building us out an entirely new marketing medium via the creation of HTML and dynamic content. Its really wild!
@Dom Henderson We have the pro tier for the full stack of capabilities. We each have our own pro, but are now using the "team" function within the firm to work on joint projects. For a business that wants to stay small, it feels like these tools are helping us compete with Titans of wall st like BlackRock with infinitely more human capital.
@James Conole I've "hunted" thousands of RIAs in my day. Listening to how you built the Rooted brand out gave me hope for our industry's future! Great pod guest @Joe Moss