WealthFeed

Come visit the WealthFeed booth at XYPN LIVE, October 15th-17th! We're excited to show advisors how they can identify real time?money-in-motion?events in their area to?grow their business?and capture new opportunities.

How do life events trigger financial needs? In this Wealthtender webinar clip, Ryan Folts, cofounder of Wealthfeed, shares what drives people to get financial help! Watch the full webinar, "Using AI to Capture and Convert Prospects with Money in Motion" at https://lnkd.in/gQ6i_gqz #FinancialPlanning #LifeEvents #WealthManagement #MoneyInMotion #FinancialGuidance #EstatePlanning #TrustFunds #InvestSmart #SmartMoney #FuturePlanning WealthFeed Diana Cabrices

Don't Forget!?$3 trillion?of wealth changes hands every year, financial advisors have a unique opportunity to connect with clients navigating significant life changes. WealthFeed is the only financial advisor prospecting platform that gives you access to the Great Wealth Transfer in real-time nationwide.

In our September newsletter, we’re sharing how our community is leveraging some of the top AI solutions to streamline client meetings, optimize prospecting, and personalize client engagement. ??? Plus, we’re hosting an Open House and Q&A on September 30th, where you can learn more about The AGC? and why so many advisors choose and love this community ??? Register for our Open House here: https://lnkd.in/gKXiKEk6 AI Tools Mentioned: Jump - Advisor AI, WealthFeed, VRGL, OpusClip, Typefully, Fathom - AI Meeting Assistant, Investipal, ForwardLane Inc.

The WealthFeed team is stoked to attend the Future Proof conference in Huntington Beach, CA! Connect with Rylan Folts, Matt Mossbarger or Sam Kendree to learn more about how Advisors are utilizing WealthFeed's AI-powered money-in-motion platform to help win new business, retain clients, and save time prospecting.

We’re thrilled to welcome an incredible lineup of vendors and founders joining us for our upcoming AGC AI Tech Hour ?? A huge thank you to these trailblazing founders who are taking the time to share their innovations with our community. As AI continues to influence the financial advisory world, we're grateful to create an opportunity for our members to better understand and harness AI’s potential to elevate their practice and client service. Joining us will be... ?? Parker Ence from Jump - Advisor AI ?? Rylan Folts from WealthFeed ?? Josh Smith from VRGL We are in for a treat, and we couldn’t be more excited to host this event!

Excited for our Co-Founder, Rylan Folts, to present at The AGC? Member Event, AI Tech Hour, on August 26th!! Diana Cabrices, Haley Marx, Josh Smith, Parker Ence, VRGL, Jump - Advisor AI, Taylor Schulte, CFP?, Justin Castelli, CFP?

Tune in with WealthFeed Co-Founder, Matt Mossbarger, and learn how Advisors are leveraging "Money in Motion" data as a marketing cornerstone for their organic growth. A big shoutout to SixPoint Financial Partners and David Pulcini Jr, RICP?, CFP? for our continued partnership!

Super excited to announce the release of a brand new podcast episode with Matt Mossbarger of WealthFeed -- an AI-driven business development software platform for Financial Advisors and other financial services professionals. Episode drops Monday morning at 9am on all major podcast platforms and Youtube! ??

?? TOMORROW: See a live demo of the WealthFeed + Wealthbox integration. Sign up ?? https://bit.ly/4cmvEQE