Laissez les bons temps rouler
Dallas, TX
Joined October 2008
- Tweets1.6K
- Following2.2K
- Followers748
- Likes1.3K
Jesse Gurevich retweeted
Fin Capital congratulates @VRGLwealth on their latest strategic funding round! 🚀
We're excited to continue supporting Josh Smith and the entire team in streamlining the investment proposal process. And we're glad to participate alongside FINTOP Capital, MissionOG, Northwestern Mutual, and Flyover Capital.
Check out the full release here: vrglwealth.com/vrgl-closes-n…
Jesse Gurevich retweeted
📣 VRGL Adds New Risk Tolerance Capabilities to its Industry Leading Proposal Management
Check out the full press release linked below, where you can register to see the new Risk Tolerance workflow live in our upcoming webinar:
vrglwealth.com/risk-toleranc…
Jesse Gurevich retweeted
We are excited to announce our partnership with @FutureProof_HQ Citywide!
With 2,500+ anticipated attendees, this event is set to be the most significant wealth and asset management event in the world.
Visit futureproofhq.com/citywide/ for more information. We'll see you in March!
Jesse Gurevich retweeted
How much time does it take for you to go from initial outreach to new client onboarding?
Explore how VRGL fueled Stonebrook Private to boost client acquisition by 50% and trim internal workload, enabling higher client capacity!
vrglwealth.com/stonebrook-pr…
Jesse Gurevich retweeted
We want to share three of the top advisor tools that provide custom deliverables to help you win new business and retain clients. Are you in?
Register here: holistiplan.zoom.us/webinar/…
@Holistiplan @AssetMapLLC
Jesse Gurevich retweeted
How would your advisory business change if your prospects accelerated their decision by 50%?
CEO Josh Smith caught up with @CitywireRIA to explain how VRGL is helping advisors win business faster.
vrglwealth.com/citywire-inte…
Jesse Gurevich retweeted
Very cool thread. So many life lessons and so much life to look forward to. Good for you and for those who take your advice.
on my 26th birthday, i wrote I Took A Pill in Ibiza…10 years ago. The song became popular several years after i wrote it. Yesterday i celebrated my 36th birthday. i feel proud to look at the song lyrics and know that NONE of them are true anymore. I’ve grown into a completely new man…one that i’m proud of. check this out… 🧵
Jesse Gurevich retweeted
We are pleased to announce the selection of VRGL as their Client Acquisition and Proposal Management \("CAPM"\) solution.
ow.ly/jwJT50Q4M4W
@VRGLwealth
#managementprocess #clientacquisition #proposalmanagement
Jesse Gurevich retweeted
🔎 Case Study: @RitholtzWealth ("RWM") + @VRGLwealth
Discover how RWM secured a $17 Million-dollar client by delivering exceptional results and expediting the decision-making process. Click the link below to read the full case study:
vrglwealth.com/case-study-ri…
Jesse Gurevich retweeted
🚀Join the AI & Automation #Summit for Financial Advisors on July 12th at 2 pm ET/ 11 am PT! Discover how #AI can transform your practice. Learn from @VRGLwealth, @_FPAlpha, @Pulse360, and @RedtailCRM. Moderated by @craigiskowitz. Register now: pulse360.com/ai-automation
Jesse Gurevich retweeted
In a couple of weeks, the VRGL team is heading to Las Vegas for @SnappyKraken's Jolt! Conference!
Will we see you there?
Jesse Gurevich retweeted
On 2/24, I spoke at the Economic Outlook Conference in Woodlands, TX about @Ukraine and geopolitical risk; inflation and @federalreserve policy; energy and the SPR; AI, crypto, CBDCs and the metaverse, @UMG, @Lowes, @HowardHughesCo and more. thewoodlands.com/commercial/…
Jesse Gurevich retweeted
Our webinar with @VRGLwealth will be live on Thursday at 1:00pm EST!
Join us to see how VRGL and FP Alpha are helping advisors demonstrate value by enabling them to quickly provide more accurate and actionable advice.
Register here: attendee.gotowebinar.com/reg…
Jesse Gurevich retweeted
Join us for an upcoming webinar to learn how VRGL and @_FPAlpha are helping advisors demonstrate value by enabling them to quickly provide more accurate, actionable, and personalized advice through document upload automation.
RSVP today! ⬇️
lnkd.in/gRzfPN-7
The intro from @michaelbatnick is amazing 🤩!!! 🙌🙌🙌
With VRGL, financial advisors are gaining a better understanding of their clients earlier in the engagement. The result? A 50% acceleration in the time to revenue with a 25% increase in initial check size.
Want to learn how? Check out this video below⬇️
vrglwealth.com/exchange-etf-…
Thanks @dualipa for spending 1,502 minutes with me in 2022. I couldn’t stop listening to Levitating (feat. DaBaby). #SpotifyWrapped open.spotify.com/artist/6M2w…