Saturday, September 17, 2022
HomeFinancial PlanningThis Week on TRB - The Reformed Dealer

This Week on TRB – The Reformed Dealer


Right here’s a bunch shot of my crew at Ritholtz Wealth and the Advisor Circle group with whom we placed on the inaugural Future Proof Competition this week. 

There are plenty of similarities between our two firms. Barry and I began RWM as a result of we had each reached the purpose in our respective careers the place we’d had sufficient of watching different agency house owners bumble and stumble their approach into mediocrity. We each wished extra satisfaction for our purchasers, extra freedom for ourselves and extra potential for our careers than anybody else may ever give us. Matt and John based Advisor Circle for most of the identical causes, having spent years constructing the Inside ETFs convention into one of many largest and most worthwhile annual occasions within the business. Now they’re constructing Future Proof the best way they’ve at all times wished to. The collaboration between our corporations has been probably the greatest skilled partnerships I’ve ever skilled. We be taught from and encourage one another day-after-day. The folks you see within the image above have completely gone above and past to plan, construct and produce the occasion to you. I can’t even inform you and you’ll’t even think about what went into this factor, however you may take my phrase for it – these people are particular. 

We had Shirl Penney on The Compound and Mates this week! Shirl joined us in Huntington Seaside, CA for a reside viewers taping at Future Proof Competition

You’ll be able to watch the brand new TCAF under or hear as a podcast.  

Podcast model: 

And in the event you haven’t subscribed but, don’t wait. Test it out under or wherever high-quality podcasts are performed

No hyperlinks this week, have a beautiful weekend everybody! 

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