This Week on TRB – The Reformed Dealer

I wish to begin out this week with a giant thanks to all our followers, pals, workers and purchasers 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 had been significant, the catch-ups had been lengthy overdue and the meals was unbelievable. We shall be again! In case you reside within the Chicago space and will use just a little assist together with your portfolio, tax recommendation or simply desire a second opinion about the way you’re investing, we now have six wonderful folks 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 internet Tadas Viskanta, our native famous person advisor Jonathan Novy, the legendary Invoice Candy and Ben Carlson. 

Right here I’m with our newly employed president Jay Tini (left), my associate Kris Venne and Colleen Barrett who heads our shopper service division, additionally a Chicago native. This was taken at Bandit, which has essentially the most insane Britney Spears-themed rest room, you need 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 Resort in Chicago. Having the El prepare working in by within the background was simply an unplanned bonus to filming there. If you would like the alert for once 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 buddy Joe is a veteran inventory dealer and introduced a number of key insights to the episode. 

You may watch the brand new TCAF under or hear as a podcast. 

Podcast model: 


And should you haven’t subscribed but, don’t wait. Test it out under or wherever tremendous podcasts are performed.