WEEKLY INSIGHT UPDATES

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Insights

Learn how to create repeatable growth in your wealth management firm.

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Focus Financial Partners Selects VRGL to Help Standardize and Scale the Prospect and Client Engagement Process

VRGL, a growth solution for wealth management firms, today announced a strategic relationship with Focus Financial Partners ("Focus"), an interdependent partnership of wealth management, business management, and...

VRGL Fuels Efficiency at Bison Wealth and Strengthens New Business & Retention Outcomes

Since implementing VRGL, Bison Wealth has accelerated proposal turnaround from several days to less than one, enabling advisors to respond to opportunities faster and convert more prospects. Overall, Bison has...

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How Wealth Managers Win Where 95% of Generative AI Pilots Fail

This industry insight unpacks why 95% of generative AI pilots fail—and highlights the strategies, structures, and processes wealth managers can use to join the 5% that succeed, driving stronger client acquisition...

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The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients

VRGL CEO Kyle Zasky sat down with Mike Langford on the Modern Financial Advisor Podcast episode, "The Psychology of Prospecting: How VRGL Helps Advisors Win More Clients," to discuss how VRGL helps advisors overcome...

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VRGL Appoints Veteran Fintech Executive Kyle Zasky as Chief Executive Officer

VRGL, the leading Client Acquisition and Investment Proposal Management solution, today announced the appointment of respected fintech executive Kyle Zasky as Chief Executive Officer.

VRGL Launches Fully Customizable Investment Classification and Reporting Capabilities

VRGL, a Client Acquisition and Investment Proposal Management solution, is excited to announce the launch of its enhanced capabilities for Custom Investment Classification and Reporting.

VRGL Launches Tax Transition Optimization to Enhance Client Portfolio Recommendations

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors to transition client portfolios from...

VRGL Closes New Funding Round to Continue Rapid Growth

"We are thrilled to have completed our latest round of financing. VRGL has quickly established itself as a leading player in the wealth management software space," said Josh Smith, CEO and co-founder of VRGL. "This...

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VRGL Announces Integration Partnership with Wealthbox

The integration between VRGL and Wealthbox enables a seamless one-click linkage between Wealthbox client records and VRGL profile creation.

The Ultimate Guide to Accelerating Client Acquisition for Financial Advisors

This comprehensive guide presents strategies, tools, and processes that you can leverage to accelerate your firm's client acquisition process.

VRGL Adds Risk Tolerance Capabilities to it's Industry Leading Investment Proposal Management

VRGL's Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational...

VRGL Powers Stonebrook Private to Accelerate the Client Acquisition Process by 50%

Since implementing VRGL, Stonebrook has accelerated their client acquisition process, securing a $1.6 million account in just two meetings. Overall, Stonebrook has experienced a 50% decrease in the time from initial...