Talk Your Book: The Financial Advisor's Cheat Code

Animal Spirits Podcast

The Compound

Investing, Business News, Business, News

4.7 • 2.1K Ratings

🗓️ 11 April 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's Talk Your Book we spoke with Josh Smith from VRGL about how his company is making it easier for financial advisors to bring in new business and understand their clients. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spears talker book is brought to you by Virgil Wealth, go to vrglwealth.com
0:05.4	to learn how they can help you as a financial advisor, bring on more clients.
0:09.8	Welcome to Animal Spirits, a show about markets, life, and investing.
0:14.4	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,
0:18.9	and watching.
0:20.7	Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.
0:24.2	All opinions expressed by Michael and Ben or any podcast guests are solely their own
0:28.0	opinions and do not reflect the opinion of RIT Holt's Wealth Management.
0:31.6	This podcast is for informational purposes only and should not be relied upon for investment
0:35.7	decisions.
0:36.7	Clients of RIT Holt's Wealth Management may maintain positions in the securities discussed
0:40.1	in this podcast.
0:41.9	Michael, I've seen this in a number of books, but there is a guy who's Supreme Court Justice
0:46.7	Potter Stewart back in the day, and the Supreme Court was doing a ruling on pornography cases.
0:53.3	And they were trying to figure out where you're going.
0:55.3	What is pornography and what is not?
0:57.5	And Stewart's famous line was, I know it when I see it.
1:02.0	And I feel like when it comes to financial advisors looking at prospects, they kind of
1:07.7	have this thing in the past where it's like, I know it when I see it when they find an
1:11.1	advisor that's not taking care of a client, but it's hard to show it.
1:15.3	Right?
1:16.3	So they have the qualitative.
	...

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