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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

Listen here:



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