Hey guys, hope everybody had a pleasant Thanksgiving. 5 day weekends are uncommon, hope yours was stress-free and enjoyable.
I’ll be in Houston for 3 days subsequent week – my first time ever in that metropolis! We’re taping a reside model of The Compound and Pals podcast on the Dynasty Buyers Discussion board. I may also be interviewing my buddy Patrick O’Shaughnessy on stage concerning the customized and direct indexing revolution, main tendencies in asset administration, the expansion of his podcast and content material empire and extra. It’s going to be an superior week surrounded by among the most profitable RIA founders and executives in America. Because of Shirl Penney and the Dynasty crew as all the time for having me be part of it.
I wished to say that I’ll be rolling deep that week. I’m bringing my associate and RWM head of wealth administration Kris Venne with me. Michael Batnick, Ben Carlson and Duncan Hill are coming too. We’ve got shoppers within the Houston space to go to with whereas we’re on the town. We’re additionally preserving a while open to satisfy with potential shoppers. Should you’ve been ready on your likelihood to satisfy with us, this may very well be it. We at present work with over 1500 households coast to coast, constructing monetary plans and creating the custom-made portfolios meant to attain our shoppers’ targets and desires. Should you’d like to come back say hi there and listen to extra in particular person, get in contact by way of e mail: information@ritholtzwealth.com topic line “Houston”.
Should you’d like to talk with us about your state of affairs however you’re not from Texas, that’s cool too, we’re standing by: ritholtzwealth.com
Monetary advisors fascinated with attending the Dynasty occasion, go right here.
