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 nearly to observe the pilot episode stay. As an advisor, you’re going to spend time, cash and vitality implementing new expertise and asset administration options into your observe. It’s possible you’ll as properly get good at it.
register for The Smoke Present stay pilot episode right here
Our business spends a whole bunch of tens of millions of {dollars} on observe administration tech and instruments. These selections are essential for companies of all sizes and styles – we needs 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 at all times 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. 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 will probably be three Ritholtz Wealth Administration all stars, individuals who make tech and spending selections 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 stay pitch. In case you are a monetary advisor, I’ve a hyperlink you should utilize to register beneath however there are just a few hundred slots obtainable for the pilot, so don’t wait:
The Smoke Present – Episode 1
Wednesday, November fifteenth, 2pm EST
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