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Alternatives Often Shine When Stocks and Bonds Burn with David Copeland

David Copeland discusses his approach to investing and how alternatives play an important role in his clients’ portfolios.

2022-11-25T10:49:44-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on Alternatives Often Shine When Stocks and Bonds Burn with David Copeland

3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison

Ben Harrison shares 3 of the biggest challenges and opportunities facing advisors from his unique perch at Pershing.

2022-11-08T15:14:12-06:00By |Between Now and Success, Blog-Podcast, Growing, Investing, Leader Interviews, Podcast|Comments Off on 3 Challenges Facing Financial Advisors and What to Do About Them With Ben Harrison

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

Bitcoin is Big Tent Money with Matt Hanzelka

Matt Hanzelka discusses the questions and responsibilities that Bitcoiners could face if Bitcoin's potential comes to fruition.

2021-11-22T15:45:18-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Big Tent Money with Matt Hanzelka

How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin's impact goes way beyond NGU technology. It changes us and the world.

2021-11-09T08:57:39-06:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on How Bitcoin Changes You and the World Around Us with Christian Keroles

Bitcoin and Your Practice: Where Does it Fit?

I was invited to speak at the Bitcoin for Advisors conference produced by Coindesk as a member of the FA Advisory Board. My main message as a panelist: Don't wait.

2021-10-25T09:29:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin and Your Practice: Where Does it Fit?

Why Buy Bitcoin with Andy Edstrom

In this wide-ranging conversation, Andy Edstrom and I tackle some of the major questions surrounding Bitcoin, including "Why Buy Bitcoin?"

2021-10-18T10:29:34-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Why Buy Bitcoin with Andy Edstrom

Equality, Sufficiency, and What is Money with Andrew M. Bailey

Andrew M. Bailey discusses defining and redefining what money is for and what/how much people need to be happy.

2021-09-29T14:03:54-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Equality, Sufficiency, and What is Money with Andrew M. Bailey