November 28, 2023


Rich Inside You

This Week on TRB – The Reformed Dealer

2 min read

I need to begin out this week with an enormous thanks to all our followers, mates, staff and shoppers who got here out to see us in Chicago this week for what can solely be described as a whirlwind of productiveness and enjoyable. The conferences have been significant, the catch-ups have been lengthy overdue and the meals was improbable. We might be again! For those who reside within the Chicago space and will use a bit assist along with your portfolio, tax recommendation or simply desire a second opinion about the way you’re investing, now we have six superb individuals working within the metropolis together with three Licensed Monetary Planners. Talk to us here

From left to proper – me, our latest shopper service rent Adam, the editor-in-chief of the monetary net Tadas Viskanta, our native celebrity advisor Jonathan Novy, the legendary Invoice Candy and Ben Carlson. 

Right here I’m with our newly employed president Jay Tini (left), my accomplice Kris Venne and Colleen Barrett who heads our shopper service division, additionally a Chicago native. This was taken at Bandit, which has probably the most insane Britney Spears-themed lavatory, it’s a must to see it to know the depths of the lunacy. 

All new What Are Your Ideas this week, posted above. We went reside on YouTube from the Hoxton Lodge in Chicago. Having the El prepare operating in by within the background was simply an unplanned bonus to filming there. If you would like the alert for after we’re going reside every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube

We had fan favourite Carleton English and first time visitor Joe Fahmy on TCAF this week! Carleton covers banks for Barron’s so it was a really well timed look. Our pal Joe is a veteran inventory dealer and introduced a number of key insights to the episode. 

You possibly can watch the brand new TCAF beneath or pay attention as a podcast. 

Podcast model: 


And in case you haven’t subscribed but, don’t wait. Test it out beneath or wherever high-quality podcasts are performed. 

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