Between Now and Success - The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin and Adam Blumberg

The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin and Adam Blumberg

05/25/21 • 56 min

Episode: Joining me for this panel discussion on Bitcoin are:

Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy

Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you’re going to get from clients: What is this? Should I invest in it?

Episode: Joining me for this panel discussion on Bitcoin are:

Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP® of Interaxis Academy

Previous Episode

How to Attract and Compensate A+ Team Members with Anand Sekhar

In a Nutshell: Top-performing financial advisory firms create an employee value proposition that goes well beyond what you pay them. The firms that are attracting and retaining top talent have developed multi-faceted strategies that address team members' financial desires as well as their innate desire to connect with something bigger that inspires them to do their best work.

Guest: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity Investments.

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Best of: Rebecca Rothstein

What do you need to be a successful financial advisor? An Ivy League degree in finance? A family practice that you can inherit? A group of wealthy connections that you can network? An "in" at one of the major firms? Well, Rebecca Rothstein doesn't check off any of those boxes, and she's currently managing over $4.5 billion in AUM. Without even a high school degree, Rebecca left home at age 17. She bounced through a series of odd jobs -- including walking racehorses after they'd finished running -- and by the late 1980s she was slogging through an unfulfilling sales position. She jumped to finance and earned her Series 7 just weeks before Black Monday. Anxious investors looking to take their portfolios in a new direction responded to Rebecca's curiosity and tenacity, two traits that she credits with helping her build her business brick by brick, one phone call at a time. Today, from her office in Beverly Hills, California, Rebecca's client list includes celebrities, athletes, musicians, and top CEOs and entrepreneurs. Rebecca has appeared numerous times on Barron's List of the top financial advisors, and according to Forbes, is currently the #1 woman advisor in the United States. In our conversation, Rebecca Rothstein and I discussed how drive and perseverance helped her to overcome the obstacles she faced early in her life and build a multi-billion-dollar AUM business.

(Notes: This is a rebroadcast from October 2018.)