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’ll be there nearly to observe the pilot episode dwell. As an advisor, you’re going to spend time, cash and power implementing new know-how and asset administration options into your observe. You could as effectively get good at it.
register for The Smoke Present dwell pilot episode right here
Our business spends a whole bunch of thousands and thousands of {dollars} on observe administration tech and instruments. These choices are essential for corporations of all sizes and styles – we needs 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 competition, I’m at all times 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 produce the smoke. In the event 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 12 months:
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 Companion 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 should use to register under 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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