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:
Links:
- Connect with VRGL
- Platform overview
- The VRGL team
- VRGL press release on wealthtech launch
Charts:
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