@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!

Looking forward to this podcast with Mark Tenenbaum @Joe Moss

Write-up on Substack here. - Custodian, Billing, Trading, Reporting, Portfolio Management - Altruist - Admin AI / Tax Planning - Hazel - Financial Planning - Kerdora - Compliance - Greenboard - Estate Planning - EncorEstate Plans

Full write-up on Substack here. - Email/Calendar/Documents - Google Workspace - Phone/Texting - CurrentClient - Video Meetings/Scheduler - Zoom + Zoom Scheduler (or Calendly) - Prospecting - LinkedIn + Become Unforgettable community - CRM - Slant CRM or Altitude CRM - Community - Skool - Niche Video Podcast - Skool/Substack/YouTube - Website - Aryze Design/Webflow - Bookkeeping/Accounting - Mercury / Puzzle

There is absolutely no reason to pay someone like $MG to do it anymore. I have no affiliation with these guys: http://www.10web.io/