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21 minutes | May 18, 2021
WTF are NFTs?
In this episode you'll hearWhat are non-fungible tokens.NBA top shot.The advisers connection to NFTs.Musicians and collectors using NFTs.Educating clients on NFTs now, and advising on it down the road.The frothy hype cycle.This episode is sponsored by:CoinDesk is the media platform for the next generation of investors exploring how cryptocurrencies and digital assets are contributing to the evolution of the global financial system. Its mandate is to inform, educate, and connect the global investment community through news, data, events and education.Founded in May 2013, CoinDesk reaches millions interested in digital assets and blockchain technology through its website, social media, newsletters, podcasts, video, research and live events. CoinDesk created the original price reference rate known as the Bitcoin Price Index in 2013 which is widely sourced in the media including The Wall Street Journal, Financial Times, CNBC, and many others on a daily basis.Register for Consensus here!Guest BiosJonathan Berkowitz joined Brentwood in December 2018. Presently he serves in a product leadership capacity throughout Brentwood’s portfolio of technology businesses. With over 20 years as a seasoned executive product operator, his product strategy and go-to-market experiences cover a diverse range of enterprise and consumer technology businesses ranging from $15 million to $500 million.Adam Blumberg is a certified financial planner in Houston, Texas. He comes from a family business and entrepreneurial background, having started technology and financial companies.In 2009 after selling his IT service company, Adam started in the financial services industry as an insurance and financial advisor with Mass Mutual. He received his CFP certification in 2011 and, along with Ron, started Chart Wealth Management in 2014.Adam loves to travel with his wife and daughter, enjoying hiking, skiing, and even surfingTravis Gatzemeier is a CFP professional and the founder of Kinetix Financial Planning. He believes money is a tool that can unlock the optionality of life. His goals are to help optimize client cash flow, grow wealth and pay less money to Uncle Sam through dynamic financial planning and investment management.
26 minutes | Apr 27, 2021
Free trading apps + a lack of financial education = Gamestop frenzy and worse
In this episode, you'll hear aboutThe rise of free trading apps and gamification of investing.Can financial education be gamified?The power of saving and budgeting.'Nudges' vs 'Sludge.'Does TikTok provide an important clue to unlocking financial education?The role of advisers.Nicole and Sean's takeaways.This episode is sponsored by:CoinDesk is the media platform for the next generation of investors exploring how cryptocurrencies and digital assets are contributing to the evolution of the global financial system. Its mandate is to inform, educate, and connect the global investment community through news, data, events and education.Founded in May 2013, CoinDesk reaches millions interested in digital assets and blockchain technology through its website, social media, newsletters, podcasts, video, research and live events. CoinDesk created the original price reference rate known as the Bitcoin Price Index in 2013 which is widely sourced in the media including The Wall Street Journal, Financial Times, CNBC, and many others on a daily basis.Register for Consensus here!Guest Bios: Dani Fava: Leading strategy and delivering products to future-proof the RIA industry.Evaluating market trends related to asset management and technology, conceiving and developing new businesses and leading execution efforts on key institutional initiatives.Skills and Interests: Disruptive technologies, blockchain, conversational AI, RIA, financial advice, digital advice, ROBO, Cryptocurrency, data, rebalancing, trading, Separately Managed Accounts, UX, strategy, problem solving #Intrapraneur #FuturistSarah Newcomb, Ph.D., is a behavioral economist for Morningstar and author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Follow Sarah on Twitter: @finance_therapy.
24 minutes | Mar 23, 2021
Social Media: It's not just for influencers
In this episode, you'll hear aboutWhat is TikTok#personalfinance is getting more play on social than fitness or health tipsThe risks of 'degenerate' trading showcased on TikTokHow one former CFP grew to over 2 million followers on TikTokNYC adviser Doug Boneparth's strategies for using twitter - to the tune of nearly 90,000 followersRising CFP Jacqueline Schadeck on her platform of choice: Instagram. How does she get an 85% capture rate from her prospects?Sean and Nicole discuss what they've learnedRelated Cover Story: Viral or vicious? Financial advice blows up on TikTokGuest BiosHumphrey Yang is a former CFP professional turned creator and TikTok star. Utilizing fun and engaging scenarios, he has grown a successful online business producing short videos for TikTok and is moving into YouTube. Douglas Boneparth: For more than a decade, Doug has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. But while servicing the needs of his diverse book of business, he noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, his peers. So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.Jacqueline Schadeck is a CERTIFIED FINANCIAL PLANNER™ professional who partners with individuals and families to help them gain financial clarity. She has been asked to contribute to numerous media outlets, including CNBC, MarketWatch, Atlanta Business Chronicle and many more. Any given week, you might find her leading financial education presentations to a local AARP chapter or explaining the tax code at a public library education session.She was even honored with the 2017 Impact Award by the Financial Planning Association of Georgia for her dedication to her industry.
31 minutes | Feb 25, 2021
Bitcoin: Enigma no more
1:00 - The growing interest in Bitcoin3:30 - Institutional vs. retail interest9:30 - The underlying technology14:00 - Regulatory environment21:00 - What can advisers do now?23:40 - Takeaways and discussionRelated article: Advisers agree: It’s time to stop ignoring BitcoinRelated video: Bitcoin bulls say price volatility is different this yearRia Bhutoria article: 2020 BITCOIN RETROSPECTIVERIA Digital Assets Council, founded by Ric EdelmanBlockchange, founded by Dan Eyre This episode is sponsored by State StreetLearn more today - State Street Alpha's platform for growthWant to learn more about Bitcoin? Tune in to the InvestmentNews Fintech virtual summit on March 23. Agenda and registration details can be found on www.investmentnews.com/events
25 minutes | Jan 26, 2021
The Tech Pipeline
2:00 - The surge in fintech and wealthtech funding in 20204:00 - Why there's room for more investment in the fintech sector6:00 - Key problems to solve - customer experience8:30 - A source of solutions - Artificial Intelligence11:00 - How AI is making a difference for fintech solutions13:30 - What this AI assistance means for advisors16:45 - A couple startup ideas Mark has19:30 - How blockchain fits in (or doesn't)22:30 - Takeaways from the conversationGuest Bio: Mark Casady co-founded Vestigo Ventures with a focus on financing start-ups in FinTech. He is general partner and chairman of the advisory board.He is a member of the board of Citizens Financial Group and JobCase and serves as an advisor to Everquote. He is a former member of the Financial Industry Regulatory Authority (FINRA) Board of Governors and the EZE Software Group board of directors.Casady retired as LPL Financial CEO in early January 2017 and as non-executive chairman of the board in early March 2017. He guided LPL to become a leading financial services organization that serves independent financial advisors, banks, and credit unions, and provides clearing services to broker/dealers at financial services companies.Mr. Casady received a BS from Indiana University and an MBA from DePaul University.
1 minutes | Jan 19, 2021
Teaser - New Podcast coming Jan 26th!
Our first episode will be "The Tech Pipeline." Sean and Nicole look ahead at what’s in store for 2021 and a Venture Capitalist shares his vision of the tech pipeline as his firm looks to invest in the next great software.
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