Friday, December 2, 2022
HomeFinancial AdvisorSpeak Your Ebook: The Monetary Advisor's Cheat Code

Speak Your Ebook: The Monetary Advisor’s Cheat Code


At this time’s Speak Your Ebook is dropped at you by VRGL:

 

Ben and I had Co-Founder and CEO Josh Smith on the present to speak about VRGL and wealthtech options for advisors.

On in the present day’s present we focus on:

  • The issue with “I’ll understand it once I see it”
  • How monetary advisors can show their worth
  • Quantitative vs. qualitative in terms of advisor worth
  • What’s machine studying?
  • How monetary advisors can save time
  • Why it’s so troublesome to guage your monetary advisor
  • Easy methods to examine and distinction monetary advisors

Pay attention right here:

Hyperlinks: 

Charts: 





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