Practice Management

My Takeaways from Attending Bitcoin 2021 in Miami

My observations on the good, the indifferent, and the ugly from attending Bitcoin 2021 in Miami.

2021-06-11T06:26:58-05:00By |Blog-Podcast, Conference Reports, Growing, Practice Management|Comments Off on My Takeaways from Attending Bitcoin 2021 in Miami

Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

Mark Casady discusses the intersection of technology and finance as well as the importance of getting the simple things right.

2021-06-02T09:08:05-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology

How Bitcoin Connects with Austrian Economics and Libertarian Politics

Economist Steve Horwitz and financial advisor Jeremy Keil discuss Bitcoin's political and economic potential and limitations.

2021-06-10T04:12:27-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Connects with Austrian Economics and Libertarian Politics

Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange

Dan Eyre, co-founder of Blockchange, discusses how a new generation of tools is making it much easier for financial advisors to buy, sell, and manage digital assets for clients.

2021-05-20T14:22:10-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Digital Asset Investment Solutions for Financial Advisors with Dan Eyre from Blockchange

Separating Harmful and “Useful Delusions” with Shankar Vedantam

Shankar Vedantam discusses how some delusions may help us successfully navigate our lives, our relationships, and our businesses.

2021-05-19T12:03:01-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Separating Harmful and “Useful Delusions” with Shankar Vedantam

What It Takes to Be a World-Class Performer with 4-Time Olympian Lauryn Williams

Olympian and financial advisor Lauryn Williams discusses how she responded to setbacks and refocused on the next goal.

2021-05-18T18:44:49-05:00By |Barron's Podcast, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What It Takes to Be a World-Class Performer with 4-Time Olympian Lauryn Williams

How to Attract and Compensate A+ Team Members with Fidelity’s Anand Sekhar

Anand Sekhar discusses multi-faceted compensation strategies that address team members' desires and inspire them to do their best work.

2021-05-10T16:41:58-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Attract and Compensate A+ Team Members with Fidelity’s Anand Sekhar

A Philosophical Conversation About Bitcoin with Professor Craig Warmke

Craig Warmke and I discuss Bitcoin, philosophy, fiscal policy, economics, computer science, game theory, and the meaning of money.

2021-09-29T14:04:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on A Philosophical Conversation About Bitcoin with Professor Craig Warmke

Bitcoin’s Value as an Asset Class with Dan Held

Long-time Bitcoiner Dan Held demystifies what Bitcoin is and makes a strong case for bitcoin as an investment.

2021-05-03T10:46:59-05:00By |Barron's Podcast, Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin’s Value as an Asset Class with Dan Held

How to Advise On and Use Digital Assets as an Investment with Financial Advisor Matt Kolesky

Matt Kolesky helped create the first true digital asset SMA, helping clients invest in Bitcoin and defi technology.

2021-05-05T09:20:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How to Advise On and Use Digital Assets as an Investment with Financial Advisor Matt Kolesky
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