Fin Capital congratulates @VRGLwealth on their latest strategic funding round! 🚀
We're excited to continue supporting Josh Smith and the entire team in streamlining the investment proposal process. And we're glad to participate alongside FINTOP Capital, MissionOG, Northwestern Mutual, and Flyover Capital.
Check out the full release here: https://t.co/LlOTWIBuqw
📣 VRGL Adds New Risk Tolerance Capabilities to its Industry Leading Proposal Management
Check out the full press release linked below, where you can register to see the new Risk Tolerance workflow live in our upcoming webinar:
https://t.co/on3ODEIQFJ
We are excited to announce our partnership with @FutureProof_HQ Citywide!
With 2,500+ anticipated attendees, this event is set to be the most significant wealth and asset management event in the world.
Visit https://t.co/AE8PxUvEaB for more information. We'll see you in March!
How much time does it take for you to go from initial outreach to new client onboarding?
Explore how VRGL fueled Stonebrook Private to boost client acquisition by 50% and trim internal workload, enabling higher client capacity!
https://t.co/pmiKCNemNm
We want to share three of the top advisor tools that provide custom deliverables to help you win new business and retain clients. Are you in?
Register here: https://t.co/1mj3n0hceY
@Holistiplan@AssetMapLLC
How would your advisory business change if your prospects accelerated their decision by 50%?
CEO Josh Smith caught up with @CitywireRIA to explain how VRGL is helping advisors win business faster.
https://t.co/chNwRfm7Un
🔎 Case Study: @RitholtzWealth ("RWM") + @VRGLwealth
Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process. Click the link below to read the full case study:
https://t.co/2DJ44XnngE
🚀Join the AI & Automation #Summit for Financial Advisors on July 12th at 2 pm ET/ 11 am PT! Discover how #AI can transform your practice. Learn from @VRGLwealth, @_FPAlpha, @Pulse360, and @RedtailCRM. Moderated by @craigiskowitz. Register now: https://t.co/FMXGivSiKJ
On 2/24, I spoke at the Economic Outlook Conference in Woodlands, TX about @Ukraine and geopolitical risk; inflation and @federalreserve policy; energy and the SPR; AI, crypto, CBDCs and the metaverse, @UMG, @Lowes, @HowardHughesCo and more. https://t.co/5lQo6xbr0m