September 21, 2023


Move Step By Step

This Week on TRB – The Reformed Dealer

2 min read

I wish to begin out this week with an enormous thanks to all our followers, pals, 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 unbelievable. We shall be again! In the event you stay within the Chicago space and will use somewhat assist together with your portfolio, tax recommendation or simply need a second opinion about the way you’re investing, now we 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 consumer 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 consumer service division, additionally a Chicago native. This was taken at Bandit, which has essentially the most insane Britney Spears-themed lavatory, you need to see it to grasp the depths of the lunacy. 

All new What Are Your Ideas this week, posted above. We went stay on YouTube from the Hoxton Resort in Chicago. Having the El practice operating in by within the background was simply an unplanned bonus to filming there. If you need the alert for after we’re going stay 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 lot of key insights to the episode. 

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

Podcast model: 


And when you haven’t subscribed but, don’t wait. Test it out beneath or wherever superb podcasts are performed. 

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