Clique

A discussion between Downtown Josh Brown, CEO of Ritholtz Wealth Management and three of the most promising up and coming voices in the industry:

Tyrone Ross of Noble Bridge

Doug Bonaparth of Bone Fide

Justin Castelli of RLS Wealth

What is it like to build a financial advisory practice in the modern era, where the tools have gotten faster and more powerful, but the expectations of the clients have grown as well?

What is the main difference between dealing with millennial investors versus the previous generation of clients?

What is the benefit of having an online community of financial advisors sharing ideas with each other?

What were some of the biggest developments in 2018?

What should advisors be thinking about as we head into 2019?

Let us know what you think in the comments below:

Be sure to subscribe to our channel so you never miss an update

Follow us on Twitter

Follow us on Facebook

Talk to us about your portfolio or financial plan here

Keep reading this article on The Reformed Brocker.