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:



Observe us on FbInstagram, and YouTube.

Try our t-shirts, stickers, espresso mugs, and different swag right here.

Subscribe right here:



Please enter your comment!
Please enter your name here

Most Popular

Recent Comments