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 - Building the tech team
7:39 - Catalyst events for prospecting
11:55 - Effective outreach strategies
16:29 - Multi-channel marketing approaches
18:55 - Handwritten note strategies
23:42 - Importance of social media content
26:11 - Platform integrations
Special Offer:
20% off WealthFeed annual subscription (contact Matt directly)
Connect with Matt:
Email: matt@wealthfeed.com
Website: wealthfeed.com
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.
Our Team:
President of Model FA, David DeCelle
If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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