Voice is the future and the future is voice!
The podcast will be with myself and Manish Khatta, with the occasional industry guest. We want to discuss all topics around investment management and the business of running an RIA firm.
Many folks think long and hard to figure out what kind of content to release but we feel that the best content is just a matter of documenting your business journey.
We will discuss everyday tasks like researching new technology, investment strategy R&D and the occasional rant. There is value in talking about the day to day tribulations of the fellow financial advisor.
If you have any ideas, comments or suggestions please fire them our way. However, if you know either me or Manish there won’t be a lack of things to “talk” about.
During this episode we discuss:
- Our recent attendance at the Envestnet Summit in Austin, TX including our take on the current state of the UMA platform.
- Our recent blog post on the usefulness of the 200 day moving average.
- Random useless information.
We hope you enjoy and follow us on this journey!
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Show Notes:
Envestnet Advisor Summit 2020
The 200 day moving average: Useful or all hype?
Gringo
OTR Mobile