financial advisor cheat codes
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.
In today’s show we discuss:
- The Problem With “I’ll Know When I See It”
- How Financial Advisors Can Prove Their Value
- Quantitative vs. Qualitative When It Comes to Consultant Value
- What is Machine Learning?
- How Financial Advisors Can Save Time
- Why it’s so hard to judge your financial advisor
- How to Compare and Compare Financial Advisors
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