))
Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
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 372153667 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.
Alright welcome to CFPs that Stack – I’m joined by someone that most advisors don’t need an introduction to Thomas Kopelman. For those living under a rock – Thomas is the co-founder of AllStreet Wealth – an Investopedia top 100 advisor – Social Media Marketing Guru – host of The Long Game Podcast and involved with www.wealth.com a estate planning solution for advisors and clients. We chat through:
- How social media has helped Thomas grow and scale.
- Why leaving the broker-dealer was the best thing that happened to him.
- Ideal clients and how that's evolving.
- What do most of his client's think about bitcoin (surprising most already own it).
- His view on bitcoin and his personal allocation.
- His question for me.
Want to learn more about bitcoin as a financial advisor and earn CFP® CE?
START HERE @ www.adviceonbitcoin.com
Guest Links
10 odcinków
Udostępnij
