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Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
Manage episode 372153667 series 3479049
Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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