Douglas Boneparth of Bone Fide Wealth on How He’s Making Money for (and from) Millennials (EP.132)
01/14/21 • 54 min
If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!
Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC
howardlindzon.com, bonefidewealth.com
Twitter: @howardlindzon, @dougboneparth, @knutjensen
linkedin.com/in/douglasboneparth
#fintech #invest #investment #venturecapital #stockmarket #finance
If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!
Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC
howardlindzon.com, bonefidewealth.com
Twitter: @howardlindzon, @dougboneparth, @knutjensen
linkedin.com/in/douglasboneparth
#fintech #invest #investment #venturecapital #stockmarket #finance
Previous Episode
Tiffany Zhong, Gen Z Whisperer and Zebra IQ CEO, on the 5 Cs: Creators, Community, Content, Commerce and Culture (EP.131)
OK boomers, we’re kicking off our first episode of 2021 with Gen Z whisper and Zebra IQ CEO Tiffany Zhong. I’m a big fan of Zebra’s annual Gen Z report and I recommend all my listeners take a look at it too. It’s important to stay in touch with audiences and perspectives other than those similar to you (something Tiffany talks about in this episode). Tiffany’s company Zebra IQ helps brands create communities to understand Gen-Z and Millennial consumers by offering real-time feedback. They’ve worked with more than 20 companies including Snapchat, Levi Strauss and Turner Broadcasting. Zebra IQ is just one example of how Gen Z can help you make a lot of money if you just listen to them. In this episode, Tiffany and I talk about Zebra IQ, dropping out of college, her twitter strategy, her “five Cs,” moguls, monetizing an audience, TikTok, startups, ecommerce and more.
Guest - Tiffany Zhong, CEO at Zebra IQ
howardlindzon.com, zebraiq.com
Twitter: @howardlindzon, @TZhongg, @ZebraIQ, @knutjensen
Instagram: @tzhongg
linkedin.com/in/tzhongg
#fintech #invest #investment #venturecapital #stockmarket #finance
Next Episode
Bloomberg’s Ted Merz on Financial Journalism and Information Dissemination in the Age of Social Media (EP.133)
I always love getting to interview people who typically ask the questions. And this episode with guest Ted Merz is no exception. Ted has spent 30 years at Bloomberg, first as a journalist and later overseeing application and product building. Now, he works as their Global Head of News Product. Ted was there at the early days of Bloomberg when financial journalism was at its infancy. It was fascinating getting his perspective on this sector and how it has changed and grown over the years. In this episode, Ted and I talked about how he landed his first role at Bloomberg, the biggest story he’s covered, financial journalism, the value of content, integrating Twitter into Bloomberg, data and more.
Guest - Ted Merz, Global Head of News product at Bloomberg
howardlindzon.com, bloomberg.com
Twitter: @howardlindzon, @TedMerz, @knutjensen
linkedin.com/in/ted-merz-cfa-b711257
#fintech #invest #investment #venturecapital #stockmarket #finance
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/panic-with-friends-howard-lindzon-37685/douglas-boneparth-of-bone-fide-wealth-on-how-hes-making-money-for-and-10968113"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to douglas boneparth of bone fide wealth on how he’s making money for (and from) millennials (ep.132) on goodpods" style="width: 225px" /> </a>
Copy