Talk Your Book: The Financial Advisor’s Cheat Code

Today’s Talk Your Book is brought to you by VRGL:


Michael and I had Co-Founder and CEO Josh Smith on the show to talk about VRGL and wealthtech solutions for advisors.

On today’s show we discuss:

  • The problem with “I’ll know it when I see it”
  • How financial advisors can prove their value
  • Quantitative vs. qualitative when it comes to advisor value
  • What is machine learning?
  • How financial advisors can save time
  • Why it’s so difficult to judge your financial advisor
  • How to compare and contrast financial advisors

Listen here:



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