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Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
Manage episode 372153667 series 3479049
Το περιεχόμενο παρέχεται από το Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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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