Talk Your Book: Advisor Best Practices

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 26 June 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animal spirits talk your book is brought to you by Helios, go to HeliosDriven.com
0:04.8	if you're an advisor who wants to learn how to grow your business and differentiate
0:08.8	from other firms again, that's HeliosDriven.com.
0:12.1	Welcome to Animal Spirits, a shell about markets, life, and investing.
0:16.1	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,
0:20.3	and watching.
0:21.3	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect
0:25.4	the opinion of Red Holt's wealth management.
0:27.8	This podcast is for informational purposes only and should not be relied upon for any investment
0:32.4	decisions.
0:33.4	Clients of Red Holt's wealth management may maintain positions in the securities discussed
0:37.2	in this podcast.
0:42.0	Welcome to Animal Spirits with Michael and Ben.
0:44.3	Michael a couple weeks ago, Duncan, our producer, was saying, you know, I know you guys love
0:48.7	talking about the markets, but you rarely mention the fact they actually work for wealth management
0:53.0	firm.
0:55.5	I think that's because we do have a big advisor audience, I think, but some of that stuff
0:59.6	is maybe more interesting to us in that advisor world than some of the rest of our audience,
1:04.1	but you know, obviously we're in this every day.
1:07.9	We've gone from a tiny firm to a, what are we calling ourselves now?
1:14.2	Med sized?
1:15.2	Decent sized?
	...

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