Wednesday, February 1, 2023
HomeFinancial PlanningThis Week on TRB - The Reformed Dealer

This Week on TRB – The Reformed Dealer

This previous week we stayed on the Publish Oak in Houston, one of many prime ten lodges in America, supposedly 6 or 7 stars – and let me inform you, that place was opulent. Extra marble in a single constructing than anyplace I’ve ever been, save for maybe the Vatican. Billionaire hospitality guru Tilman Fertitta, the resort’s proprietor, furnished this place as if he would truly stay there – and he does. On the highest ground. 

Because of Shirl and the Dynasty Monetary Companions staff for having us on the market.

It was a pleasure interviewing my pal Patrick O’Shaughnessy concerning the creation of Canvas and the customized indexing revolution we’re each main the cost on. We received into some nice tales about his eureka second arising with the concept and among the methods by which Ritholtz Wealth helped his agency develop in throughout the beta part. It’s been fairly a experience, the quantity of customization we’ve been in a position to do for our shoppers will increase each month. 

Obtained to spend a while with my good friend Bryn Talkington who’s a rock star monetary advisor primarily based in Houston. Bryn got here on the podcast for our stay taping at Dynasty. Hyperlinks beneath to pay attention or watch. 

The entire gang at Armadillo Palace, the place we threw down Lone Stars and Shiner Bocks underneath a Texas night time sky. From left to proper, that’s Duncan, me, Ben Carlson, one in all our monetary planners Nick Sapienza and my associate Kris Venne.  

Thursday night time I used to be again in Manhattan for the Benzinga Fintech Awards Gala, an occasion I’ve been internet hosting because the first 12 months. It was nice to see so many entrepreneurs and risk-takers within the house. Additionally received to satisfy probably the most illustrious enterprise minds within the hip hop world, Mr. Jim Jones aka the Capo, whom you would possibly know from his affiliation within the Diplomats with Cam’ron and Juelz Santana. Jim carried out and stated a couple of phrases about his personal endeavors in fintech and crypto. It was very cool. 

We’re having a stay podcast taping to profit one in all our favourite charities, No Child Hungry. It’s The Compound’s first ever Fan Appreciation Night time and we’re becoming a member of forces with our associates on the On The Tape podcast to make it an important expertise. Taping is December sixteenth on the Nasdaq Marketsite in Instances Sq.. We’re reviewing the 12 months that was and waiting for 2023. Only a few seats left, right here’s the positioning to seize your spot.

OK, right here’s the total dialog from this week’s TCAF on the YouTube channel…

Podcast model: 

And for those who haven’t subscribed but, don’t wait. Test it out beneath or wherever advantageous podcasts are performed

These have been probably the most learn posts on the positioning this week in case you missed it: 



Please enter your comment!
Please enter your name here

Most Popular

Recent Comments