))
Andy Flattery - Leveraging the bitcoin "brand" for RIA growth
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on November 22, 2023 05:07 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 366525298 series 3479049
Treść dostarczona przez Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In this episode, we are joined by Andy Flattery. Andy is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He specializes in advising young and affluent families in the earlier stages of wealth building.
Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management.
Andy enjoys playing (way too many) rec sports, trail running, guitar, and chasing their three children around the yard. He is the creator and host of The Reformed Financial Advisor podcast.
We discuss
- How Andy found bitcoin and the "why" behind it for him.
- Is bitcoin an investment or savings?
- Are index funds the holy grail of investing?
- Leveraging content and his brand to build a pipeline of prospective clients.
- Why young families are interested in bitcoin and how it solves a problem for them.
- How to think about any advisor's personal investment allocation.
- Why financial planning fits so well alongside bitcoin.
- And so much MORE
Guest Suggestions
10 odcinków
Udostępnij
