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Thomas Kopelman - Chatting bitcoin & UHNW Client Financial Planning
Manage episode 372153667 series 3479049
Konten disediakan oleh Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Isaiah Douglass & Trent Dudenhoeffer, Isaiah Douglass, and Trent Dudenhoeffer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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