• Sat. Jun 15th, 2024

Financial and latest tech info

The Smoke Present – The Reformed Dealer


Nov 10, 2023


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 may be there nearly 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. It’s possible you’ll as properly get good at it.

register for The Smoke Present dwell pilot episode right here 

Our business spends lots of of hundreds of thousands of {dollars} on apply administration tech and instruments. These selections are essential for corporations of all styles and sizes – 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 expertise concepts in our house. 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. For those who’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 selections 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 Accomplice of RWM, our director of analysis and the portfolio supervisor at our in-house enterprise fund, The Compound Capital

Be a 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 need to use to register beneath however there are only some hundred slots accessible for the pilot, so don’t wait:

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







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