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Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
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Manage episode 372153667 series 3479049
A tartalmat a Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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
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10 epizódok
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