If It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)

If It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)

In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation.

Michael discusses: 

  • the full story of how a serendipitous train station encounter with Josh Brown sparked a transformative leap in his career
  • how he approaches hiring at Ritholtz and why he doesn’t read résumés  
  • why it’s important for him to continue overseeing client portfolios 
  • what he loves most about creating content for TCAF, The Animal Spirits podcast, The Unlock podcast, and The Irrelevant Investor blog
  • the launch of The Unlock, a new podcast tailored for financial advisors
  • his all-time favorite book recommendation 
  • and more!

 

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About our Guest: 

Michael Batnick is managing partner at Ritholtz Wealth Management (“Ritholtz”) and has been with the firm for over 12 years. Prior to joining Ritholtz and becoming a founding partner, Michael had a career in life insurance sales. After following and deeply resonating with Josh Brown’s blog and podcast for years, Michael and Josh met serendipitously at a train station in their hometown, and the rest is history. Michael is a Chartered Financial Analyst® who is passionate about helping clients achieve their financial goals and remains involved in overseeing client portfolios via Ritholtz’s investment committee. He also writes the well-read newsletter and blog The Irrelevant Investor, and co-hosts multiple popular industry shows: The Compound and Friends with Josh Brown and guests; Animal Spirits alongside Ben Carlson; and The Unlock, a recently launched show that is tailored specifically to the needs of financial advisors and also co-hosted by Josh Brown.

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