4.8 ⢠2K Ratings
šļø 9 April 2025
ā±ļø 74 minutes
šļø Recording | iTunes | RSS
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0:00.0 | Today's show is brought to you by our sponsors at Betterment Advisor Solutions. |
0:04.2 | Imagining a better future is the first step. |
0:07.2 | Investing in that future with Betterment Advisor Solutions is the next. |
0:10.4 | Whether you're launching your own practice, looking to streamline client onboarding, |
0:13.6 | or just searching for efficient ways to scale your firm, Betterment Advisor Solutions is here to help. |
0:18.1 | They automate to make tax optimization simpler. They provide support to make |
0:22.7 | administrative tasks easier. At Betterment Advisor Solutions, they are building innovative technology, |
0:27.8 | all for anyone who's ever said, I think I can do better. So grow your RIA, your way with |
0:32.8 | BettermentAdvisor Solutions. Learn more at Betterment.com slash advisors. Investing involves risk, performance not |
0:38.7 | guaranteed. Today's show is also brought to you by Morningstar. Join us, Ben and myself, live, |
0:45.2 | for a recording of animal spirits at the Morning Star Investment Conference at the Navy Pier |
0:51.1 | in Chicago, June 25th and June 26. I am excited for that. You know something, |
0:57.7 | Ben? The first time I ever went to Chicago was in 2017 at the Morning Store Conference. And that's |
1:04.4 | where we met Jonathan and Brian. And it was a pivotal moment in the history of Riddhold's wealth management. |
1:12.2 | Chicago also one of the better summer cities that there is. |
1:14.8 | So this is at the end of June. |
1:16.0 | Have you been to Navy Pier before? |
1:17.9 | Okay, Navy Pier is really cool. |
1:19.7 | There's a fun ride there that we should do. |
1:21.4 | I did with the family. |
1:22.7 | Morningstar Conference is great. |
1:24.0 | It's always a ton of people, a ton of people that you know. I think the first one I went to was like 2012, 2013, and Morningstar tells us it is free to attend for all advisors. Okay. So go to our |
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