Home Financial Planning The Smoke Present – The Reformed Dealer

The Smoke Present – The Reformed Dealer

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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 may be there nearly to observe 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 observe. You might as effectively get good at it.

register for The Smoke Present reside pilot episode right here 

Our trade spends a whole lot of tens of millions of {dollars} on observe administration tech and instruments. These choices are essential for corporations of all styles and sizes – we must 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 things to your consideration and serving to you keep within the movement.

I’ll have three judges with me every episode to drill down, ask the robust questions and convey the smoke. If you happen to’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 can be three Ritholtz Wealth Administration all stars, individuals who make tech and spending choices for us all 12 months:

Anna Chaiken, Ritholtz Wealth Administration’s Chief of Employees

Nick Maggiulli, our Chief Working Officer and the writer of Of {Dollars} and Information

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

Be a 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 need to use to register beneath however there are just a few hundred slots accessible for the pilot, so don’t wait:

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

 

 

 

 

 

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