Tuesday, June 18, 2024

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The Smoke Present – The Reformed Dealer

OK, we’re attempting one thing new subsequent week for registered monetary advisors solely. It’s a model new present we’ve created and you’ll be there nearly to look at the pilot episode reside. As an advisor, you’re going to spend time, cash and power implementing new know-how and asset administration options into your follow. Chances are you’ll as effectively get good at it.

register for The Smoke Present reside pilot episode right here 

Our business spends lots of of tens of millions of {dollars} on follow administration tech and instruments. These choices are essential for corporations of all sizes and styles – we ought to be getting higher at making them.

Because the CEO of one of many quickest rising RIA corporations in America and a co-creator of Future Proof, the world’s largest wealth administration pageant, I’m all the time being launched to entrepreneurs and leading edge know-how concepts in our area. Because the host of The Smoke Present, I’ll be bringing these items to your consideration and serving to you keep within the stream.

I’ll have three judges with me every episode to drill down, ask the robust questions and produce the smoke. For those who’re pitching us, I hope you’re prepared.

On the pilot episode, you’ll be listening to from VRGL founder Josh Smith, who tells me he’s prepared for all of the smoke. My judges shall be three Ritholtz Wealth Administration all stars, individuals who make tech and spending choices for us all yr:

Anna Chaiken, Ritholtz Wealth Administration’s Chief of Workers

Nick Maggiulli, our Chief Working Officer and the creator of Of {Dollars} and Knowledge

Michael Batnick, Managing Associate of RWM, our director of analysis and the portfolio supervisor at our in-house enterprise fund, The Compound Capital

Be part of me and the judging panel for this first-of-its-kind reside pitch. In case you are a monetary advisor, I’ve a hyperlink you should utilize to register beneath however there are only some hundred slots accessible for the pilot, so don’t wait:

The Smoke Present – Episode 1
Wednesday, November fifteenth, 2pm EST







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