Leader Interviews

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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

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

What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock

Jason Lahita and Jimmy Moock discuss how a PR relationship works and how to think about your potential ROI.

2021-04-19T15:14:14-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on What You Should Know Before Hiring a PR Firm with Jason Lahita and Jimmy Moock

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

Creating a Repeatable Marketing System That Generates Quality Leads

Jeremy Keil discusses how he redesigned his branding, marketing, and interviewing processes to generate a consistent stream of new clients.

2021-04-07T16:24:59-05:00By |Between Now and Success, Blog-Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Creating a Repeatable Marketing System That Generates Quality Leads

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.

Bitcoin is Digital Social Justice

Tyrone Ross on how Bitcoin is, among other things, an onramp to the financial system.

2021-03-15T14:56:57-05:00By |Blog-Podcast, Digital Money Advisor Podcast, Growing, Leader Interviews, Managing, Planning, Podcast, Practice Management|Comments Off on Bitcoin is Digital Social Justice