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Bitcoin: Financial Advisors Must Respond to It

I join the Wicked Pissah Podcast and talk to hosts Chris Boyd, CFP® and Jeff Tomaneng, CFP® about Bitcoin and the future of finance.

2021-03-31T10:38:06-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin: Financial Advisors Must Respond to It

Bitcoin Discussion for Skeptical Financial Advisors

Learning the basics about Bitcoin will allow advisors to answer the most common questions they're going to get from clients.

2021-03-16T10:35:01-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin Discussion for Skeptical Financial Advisors

Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.

2021-03-15T14:53:08-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients

What is DeFi?

DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.