The Smoke Present – The Reformed Dealer


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 look at 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 follow. You might as nicely get good at it.

register for The Smoke Present dwell 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 companies of all styles and sizes – we must 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 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 movement.

I’ll have three judges with me every episode to drill down, ask the robust questions and convey the smoke. Should 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 might 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 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 dwell pitch. In case you are a monetary advisor, I’ve a hyperlink you should use to register beneath however there are just a few hundred slots out there for the pilot, so don’t wait:

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

 

 

 

 

 



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