We did a Town Hall Meeting for all employees coast to coast to kick off the New Year. The staff submitted questions about things like our technology stack, our 2-3 year outlook for the firm, how we’re planning to address the mass affluent segment of the wealth market, whether we’re planning to add more subject matter expertise in areas like elder care, special need childcare and estate planning and how the greatest risks or challenges we see for our company. These questions force me to think about things that don’t often occur to me on a day to day basis.
If you’re an advisor anywhere in America and you’d like to see if there’s an opportunity to work with us, do a Join Our Team submission and talk to my partner Kris:
Join Our Team (Ritholtz Wealth Management)
I almost forgot – the official Ritholtz Wealth Management season one laptop stickers are here! We’re giving away twenty of them, tell us why you should get one at our Instagram page and it’s all yours! Bonus points for making us laugh 🙂
Check out Ritholtz Wealth at Instagram
These were the most read posts on the site this week, in case you missed it:
[…] We did a Town Hall Meeting for all employees coast to coast to kick off the New Year. The staff submitted questions about things like our technology stack, our 2-3 year outlook for the firm, how we’re planning to address the mass affluent segment of the wealth market, whether we’re planning to add more subject matter expertise in areas like elder care, special need childcare and estate planning and how the gr… Source: https://thereformedbroker.com/2019/01/12/this-week-on-trb-276/ […]
[…] The Reformed Broker This Week on TRB We did a Town Hall Meeting for all employees coast to coast to kick off the New Year. The staff submitted questions about things like our technology stack, our 2-3 year outlook for the firm, how we’re planning to address the mass affluent segment of the wealth market, whether we’re planning to add more subject matter expertise in areas like elder care, special need childcare and estate planning and how the gr… more info… […]
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