2024 Yoda Live Event
Win High Net Worth Clients, Keep Them for Good, and Clone Your Favorite Ones
September 26th and 27th
St. Julien Hotel // Boulder, Colorado
Ben Carlson
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. Ben is the author of four books, a columnist for Fortune, the creator of the blog A Wealth of Common Sense and co-host of the popular Animal Spirits podcast.
Keynote Presentation: The Evolution of Financial Advice
- How the financial advice industry has changed over the past 9 decades.
- How to better communicate with your clients.
- How to keep people happy once they become clients.