OK, we’re making an attempt one thing new subsequent week for registered monetary advisors solely. It’s a model new present we’ve created and you may be there just about to observe the pilot episode dwell. As an advisor, you’re going to spend time, cash and vitality implementing new expertise and asset administration options into your apply. You could as nicely get good at it.
register for The Smoke Present dwell pilot episode right here
Our business spends a whole lot of hundreds of thousands of {dollars} on apply administration tech and instruments. These choices are essential for companies of all styles and sizes – we ought to be getting higher at making them.
Because the CEO of one of many quickest rising RIA companies in America and a co-creator of Future Proof, the world’s largest wealth administration competition, I’m all the time being launched to entrepreneurs and leading edge expertise 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 circulation.
I’ll have three judges with me every episode to drill down, ask the robust questions and produce the smoke. When you’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 yr:
Anna Chaiken, Ritholtz Wealth Administration’s Chief of Employees
Nick Maggiulli, our Chief Working Officer and the writer 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 dwell pitch. If you’re a monetary advisor, I’ve a hyperlink you need to use to register under however there are only some hundred slots obtainable for the pilot, so don’t wait:
The Smoke Present – Episode 1
Wednesday, November fifteenth, 2pm EST
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