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 is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
