4.8 • 2K Ratings
🗓️ 24 October 2024
⏱️ 35 minutes
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0:00.0 | Today's Animal Spirits is brought to you by Wealth Box, the number one rated CRM software for financial advisors. |
0:05.2 | Obviously the most important thing for financial advisors is managing those client relationships. |
0:09.6 | Tens of thousands of financial advisors to switch to wealth boxes very easy to do. |
0:14.0 | Obviously if you're a financial advisor with dozens, hundreds, maybe thousands of clients depending |
0:19.3 | in the size of your practice, managing those client relationships, when to check in, when to do certain tasks, |
0:24.4 | that's the most important thing of your day job, right? |
0:26.4 | If you want to experience Wealth Box firsthand, sign up for a free trial to schedule 101 demo. |
0:30.6 | See a Wealth Box can transform your practice. |
0:32.8 | Visit Wealth Box.com to learn more. |
0:36.6 | Welcome to Animal Spirits, a show about markets, life, and investing. |
0:43.4 | Join Michael Batnik and Ben Carlson |
0:45.3 | as they talk about what they're reading, writing, and watching. |
0:48.6 | All opinions expressed by Michael and Ben |
0:50.4 | are solely their own opinion and do not reflect the opinion of Rydholz Wealth Management. |
0:54.8 | This podcast is for informational purposes only and should not be relied upon for any investment decisions. |
1:00.4 | Clients of Rydholz Wealth Management may maintain positions in the securities |
1:04.0 | discussed in this podcast. |
1:07.0 | Welcome to Animal Spirits with Michael and Ben. |
1:11.0 | My co-host Michael couldn't make it today, but I do have a very special guest. |
1:13.7 | He's an author, blogger, entrepreneur, speaker. |
1:16.1 | Probably a few more things, Steph Golden. |
1:17.4 | Thanks so much for being here. |
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