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
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.
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