The Advisor Of Tomorrow Podcast
1) The Coming Disruption With Nicole Casperson
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. We will see the complexion, represe...Show More
2) The Genesis Of AllStreet Wealth With Treyton Devore and Thomas Kopelman
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 co...Show More
3) Crypto Model Portfolios With Jeremy Schwartz and Matt Kress
Much like with traditional investments there will be financial advisors whom do not want to be responsible for managing their clients' cryptoasset portfolios. Investment selection, asset allocation, a...Show More
4) The Edge Of The Internet & Financial Advice With Jack Butcher
This episode is extremely important for financial advisors. 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 d...Show More
5) A Quant's Take On NFTs With Corey Hoffstein
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 ...Show More
6) Leveraging Voice Technology With Emily Binder
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 t...Show More
7) No Money, Mo Problems With Odaro Aisueni
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...Show More
8) Guess Who's Back?!?
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 yo...Show More
9) Marketing Like A Tech Company With Shabana Siyed
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. Shabana Siyed, Marketing Manager, is responsi...Show More
10) Outside The Box Advisor Marketing With Katie Perry
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. In this episode, she brings a fresh perspective to mark...Show More