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Story open29:0030:30 · 1:30

DNA match

86

Predicted reach

70

Hook

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Transcript context±30s around the cut

  • 27:5728:30

    OM: We have best possible client experience. OM: Experience. OM: I can obviously check out the code with Jarvis so far just to have an idea of what I was making. OM: And I'm sure it's going to be like so it's going to be peasant level compared to like. Roger Holden: Well, like, dude, your brain is also somewhere that mine's not, which is why, like, if I can see that and integrate it to the code script, like, and that's why I want to see where your portal is. OM: That's why I was going into this asking. OM: I need to see what you've actually put together because I don't want to rebuild. Roger Holden: And if we need to, I might just be able to do it faster than what you already have to be completed.

  • 28:3029:00· in cut

    OM: Are we talking right now about, so company dashboard, is it different than the wealth portal or is it going to be one? Roger Holden: Well, so it could be, it could be both. Roger Holden: I think the wealth, the wealth portal, I think is like, we'll use it from an administrative side and your clients and Gilberto and everybody's going to. OM: Yeah, there's two sides to the same coin. OM: Okay. OM: Yeah, for sure. OM: I definitely want that. OM: Because even I know there are people that use two slacks for their company. Roger Holden: They have a client slack and then they have. OM: Of

  • 29:0029:30· in cut

    OM: But that's obviously stupid and redundant. Roger Holden: have to do so many integrations to make that work. Roger Holden: People like Slack and Notion because there's an iOS app. Roger Holden: And eventually we can do that. Roger Holden: Like there's no reason that we couldn't have our own app. OM: That's why I was just a little hesitant because I'm like, we need a web portal up now and then we also need a... Roger Holden: Can you see this? OM: Yeah. Roger Holden: It says assistant. OM: Yep. Roger Holden: You can take any website URL and turn it into an app.

  • 29:3030:00· in cut

    Roger Holden: And that's what that is. OM: So when I click it, it opens up my portal. OM: And it's web, it's mobile optimized. Roger Holden: 100%. OM: Oh . Roger Holden: So we're going to build Wealth Portal. Roger Holden: It's going to have, you're going to have a website that people can log in that we can use. Roger Holden: And we're going to have the mobile version of it that's just wrapped for mobile. Roger Holden: And eventually, like, bro, eventually we could even turn this into like a Slack Notion or Discord desktop application that people can go to your Wealth and download. OM: Yeah, definitely. OM: Something's broken.

  • 30:0030:31· in cut

    OM: Here, because I try to open this, I guess maybe because when I made it a shared repo, I don't know, I told it, hey, make sure that nothing breaks, but when I try to go into... Roger Holden: Can you open it in Claude super quick and ask it to, in VS Code, just ask it to open it up in VS Code real quick so we can see. OM: All right. Roger Holden: Because I have an idea of like the branding and all that stuff, I just want to make sure that I don't build something that you already have, or if I'm able to take that, can just, you know, turn it into what we essentially need. Roger Holden: I need to pee so bad, I've been holding myself.

  • 30:3131:05

    OM: Yeah, go use the bathroom real quick. OM: I'm excited. OM: This is insane, dude. OM: This is literally insane. OM: Yeah, dude, I, I know, like, I know I got a steal on bringing you in, to be honest. OM: I literally told my brother that. OM: I was like, I was like, there's a difference between like genuine, really good-hearted humans who are generous and want to serve and be a part of something. OM: Because we're having a conversation about another team member who dropped the ball yesterday hard, like chef shows. OM: We up like an hour late and things weren't ready and communication was dropped and it was an ops thing.

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