I LOVED being a guest on this podcast - it got real. YouTube: https://youtu.be/OKWrSIqtWRs?si=S-qch9Z39QYyiXFj Spotify: https://open.spotify.com/episode/4amdn9MEit0gAUrxqrwsRt?si=b29c1304322e4483 Apple Podcasts: https://podcasts.apple.com/us/podcast/stop-selling-hours-joe-moss-growing-money-with-sean-trace/id1681527083?i=1000748299630

with @Cornelius Graubner of Shatterpoint AI Shatterpoint is the AI-native operating system for modern wealth teams - automating onboarding, portfolio analysis, and client reporting so advisors can scale trust, not headcount.

@Mark Heynen and @James Cantwell come on the pod and we have a blast! Well, I did. Let's do this again... and often.

with @Steven Tenney of Grandview & Co

with @James Conole of Root Financial This is one I think you should just make time to watch. That is all.