Two executives at Ritholtz Wealth Management, a registered investment adviser with $ 5 billion of client assets, have begun exhibition A, a platform providing financial advisers visually compelling and context.
Michael Batnick, managing partner and Director of Research in RWM, is leading the enterprise as CEO. Matt Cerminaro, a research associate in RWM who is called 'Chart Kid', is the leading official of exhibition products A. They have hired Eric Diviney, a former software engineering manager in Diaixa, as the main technology official, and Aram Festtekjian, a co-founder of Edgeful.
“When a counselor is talking to a future client, and apparently they are using some kind of marketing/client communication material, often the client is not listening to half of what you say. But they are looking at what you are telling them, and it is making them feel in a certain way,” Batnick said. “What you tell someone is more important than what you are saying to them. Because again, they are looking, they don't hear. “
Over the years, Ritholtz has become well known for its content, including the use of tables across its blogs, Podcast and social media platforms. But the tables were difficult to create. Batnick said the idea for the exhibition came after receiving the RIA client deck again from a regulatory audit. Graphs all had different color schemes and letters, and there was no continuity. He felt it was time to make more effort on Ritholtz's tables so that they could look professional and clean.
Two days later, he received an email from Cerminaro, an RWM fan. He quickly came on board to help the firm create the client's deck more attractive visually for interior use. However, they also saw a need for such tables in the wider community of wealth management.
“Over the years, we have had so many advisers to reach and say,” How do I get these tables? “Or 'What are you using to build these tables?' “Batnick said. “It is up to councilors to communicate with future clients,” these are our essential beliefs. This is how we believe markets work, and ultimately, this is how we think you should invest. “”
An example of an exhibition a table.
Firms can access the table platform for $ 299 per country per month. Exhibition A also offers price options throughout the country and the enterprise.
The platform contains pre-built deck covering market instability, US market performance, historical bull and bear markets, and profit trends. It also offers customer presentations of the client with chat points, historical context and educational knowledge. Market data is updated daily, while economic data is updated every month. The data is derived from facts and databases of various public government.
The deck are labeled with white; The counselor loads their head, logo and compliance language so that their brand is displayed in the tables.
Batnick said that this tool will save the time of councilors, especially during periods of increasing instability, such as the one currently going markets.
“I know I have to pick up the phone and call these 11 clients because they tend to get skittish,” he said. “If there were a way – and now there – where I have a guide to holding markets, and I can show them tables in three seconds and send an email to these 11 customers, 'hey, here's what is happening, happy to talk if I need me.' I can't tell you how long it would save the counselor. “