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 just about to look at the pilot episode stay. As an advisor, you’re going to spend time, cash and vitality implementing new know-how and asset administration options into your observe. You could as nicely get good at it.

register for The Smoke Show live pilot episode here 

Our trade spends a whole lot of thousands and thousands of {dollars} on observe administration tech and instruments. These selections 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 all the time being launched to entrepreneurs and leading edge know-how concepts in our area. Because the host of The Smoke Show, I’ll be bringing these things to your consideration and serving to you keep within the circulate.

I’ll have three judges with me every episode to drill down, ask the robust questions and produce the smoke. In case 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 selections for us all 12 months:

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 Accomplice 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 stay pitch. If you’re a monetary advisor, I’ve a hyperlink you should utilize to register beneath however there are just a few hundred slots accessible for the pilot, so don’t wait:

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






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