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The Case for Alternative Investments with Matt Brown

Matt Brown makes a strong case for adding alternative investments to your portfolios.

2022-10-06T12:35:28-05:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on The Case for Alternative Investments with Matt Brown

Future Proof Your Advisory Practice with Ric Edelman

A discussion of 5 key areas that are rapidly changing and what financial advisors should be doing right now to embrace them and future proof your practice.

2022-02-07T10:58:29-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Future Proof Your Advisory Practice with Ric Edelman

Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

CoinDesk's David Z. Morris discusses how Bitcoin's symbols and signifiers are revealing and challenging our built-in assumptions about money.

2021-06-20T07:29:18-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Unpacking the Signifiers and Presumptions That Define Bitcoin Culture

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

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

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