VRGL Podcast feature The SHIFT Show with Ross Marino

PODCAST 

VRGL Co-founder & CEO Josh Smith sat down with host Ross Marino on The SHIFT Show podcast episode, "Get Hyper-Personalized Using Technology"

Published on July 17, 2024


The SHIFT Show 

Get Hyper-Personalized Using Technology

with host Ross Marino

This podcast covers the following topics: 

  • VRGL's origin story and the challenges its helping advisors overcome
  • How leveraging technology to provide personalized services helps both client acquisition and retention
  • Why getting to a "yes" decision is just as important as a "no" - and why trust is a must to accelerating decision-making
  • The "mechanics" of VRGL from initial engagement to proposal generation
  • ...and more!

Special thanks to Ross Marino for having us on the show. 

Other ways to enjoy the episode:

YouTube

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