The Coming Disruption With Nicole Casperson
The Advisor Of Tomorrow
There is major disruption coming to financial services, in particular financial advisors, and Nicole Casperson can be found out on the forefront of this disruption.
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The Genesis Of AllStreet Wealth With Treyton Devore and Thomas Kopelman
The Advisor Of Tomorrow
A change in the direction of RLS Wealth led to the launch of AllStreet Wealth. We discuss the tough conversation, the process, and what Treyton and Thomas are building at AllStreet, along with some content and marketing.
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Crypto Model Portfolios With Jeremy Schwartz and Matt Kress
The Advisor Of Tomorrow
Investment selection, asset allocation, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and model portfolios to guide their investment decisions.
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The Edge Of The Internet & Financial Advice With Jack Butcher
The Advisor Of Tomorrow
Jack Butcher is one of my favorite creators. In addition to the great work he does with his company Visualize Value, he is also constantly dropping tons of gems on his podcast Not Investment Advice about web3, NFTs, crypto, and the future of the internet. His perspective on why the space is growing so quickly and the opportunities for the future is invaluable to advisors to get a better understanding of why the crypto space is not going away.
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A Quant's Take On NFTs With Corey Hoffstein
The Advisor Of Tomorrow
The NFT space continues to gain attention and Corey Hoffstein, the CIO of Newfound Research, has been researching and exposing himself to the asset class. Corey is able to provide a unique balance of quantitative perspective with the real-life experience of NFTs, DeFi, and crypto.
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Leveraging Voice Technology With Emily Binder
The Advisor Of Tomorrow
Financial advisors are always looking for new and innovative ways to communicate with clients and prospective clients. Emily Binder, founder of WealthVoice, has been ahead of the curve when it comes to voice technology and she shares how FA's can leverage voice technology in their marketing and communication strategies.
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No Money, Mo Problems With Odaro Aisueni
The Advisor Of Tomorrow
In the first real episode of the revamped Advisor Of Tomorrow Podcast, I’m joined by Odaro Aisueni, a rising star in the financial planning community. We have a great conversation about his journey to becoming a financial advisor, his time at Texas Tech, and how that shaped him as an advisor, landing at Plancorp and what they do right for young advisors, and where he thinks the profession is going.
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Guess Who's Back?!?
The Advisor Of Tomorrow
After a short hiatus, I'm back and we're going to pick up where we last left off. In this short episode, I share what I've been up to at Onramp Invest, some exciting changes at RLS Wealth, and what you can expect from the podcast going forward.
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Marketing Like A Tech Company With Shabana Siyed
The Advisor Of Tomorrow
Altruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content.
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Outside The Box Advisor Marketing With Katie Perry
The Advisor Of Tomorrow
Katie Perry is the VP of Marketing at Public.com, an investing platform that is doing some of the most creative marketing in financial services.
info_outlineAltruist is one of the hottest companies in the financial advisor space right now thanks to its innovative custodian platform and for its amazing content.
Shabana Siyed, Marketing Manager, is responsible for the great content and digital marketing behind Altruist and she shares her wisdom with us in this episode.