Matt Brown Show
MBS500 - How to solve a $500M a year problem for financial advisors - Josh Smith, CEO VRGLwealth.com (Built in Texas #5)
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:55:29
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Sinopse
VRGL is named after Virgil, the ghost of the Roman poet who guided Dante through the Inferno. As a result, Virgil came to be known as a symbol of human reason that guides and protects others on their journey. Today, VRGL helps advisors guide clients with clear-eyed quantitative views of their portfolios, leading them to smarter investment strategies.VRGL's platform allows you to extract all transactions, market values, gains and losses, and fees from PDF statements with ZERO INTERACTION from the advisor in less than a few minutes. VRGL's platform accelerates the decision-making process of wealth management clients by harvesting the power of institutional grade analytics and automated data extraction for wealth management organizations. By providing prospective and existing clients with an understanding of their consolidated investment picture, advisors can show how and why they add value.Get interviewed on the Matt Brown Show: www.mattbrownshow.com Support the show