Hosts Jeff Benjamin and Bruce Kelly delve into the story behind Josh Brown’s latest book, 'How I Invest My Money,' a collection of essays by leading financial professionals on how they manage their own money. The renowned Reformed Broker talks about how he got to where he is and why he is no longer a fan of Twitter.
1:40 - Where "How I Invest My Money" comes from
4:00 - The exceptions advisers make in their own investing
7:00 - The importance of roots in how we think about money
11:00 - The editing process
13:20 - Lessons learned from the book and the recruiting process
16:30 - Revisiting Josh's first book and the Jamba Juice pitch
20:30 - The Social Media Adviser opportunity
23:30 - Josh's Twitter silence and focus on YouTube
29:30 - Hope for Twitter, or does the problem run to its roots?
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
