Aug 19, 2025
In this episode, David sits down with Matt Mossbarger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients.
In This Episode:
0:00 - Introduction to Matt Mossbarger
1:00 - Matt's background in wealth management
2:30 - Origins of Wealth Feed
4:26 -...
Aug 5, 2025
David DeCelle interviews Steven Woods, CEO of Sterling Shire, about his journey and the firm's innovative approach to the financial industry. Steven shares his background, including dropping out of high school, joining Wall Street, and founding Sterling Shire. The firm aims to revolutionize the industry by offering...