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The Advisor Of Tomorrow

Dec 15, 2021

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, representation, technology, and services provided within financial services and in this episode Nicole highlights some of these...


Nov 24, 2021

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.


Oct 28, 2021

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, and ongoing portfolio management may not be where advisors want to spend their time and they lean on TAMPs and...


Oct 14, 2021

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 dropping tons of gems on his podcast Not Investment Advice about web3, NFTs, crypto, and the future of the internet. His...


Sep 20, 2021

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. 

In this episode, we discuss the...