The Advisor Of Tomorrow

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 disruptors.

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.

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 model portfolios to guide their investment decisions. WisdomTree was one of the early movers on crypto and has partnered with Onramp Invest to empower financial advisors with model portfolios that include cryptoassets. I'm joined by Jeremy Schwartz and Matt Kress to discuss why WisdomTree sought to add cryptoassets to their model portfolios, the research they relied on when building the portfolios, what they are seeing in their discussions with financial advisors, and more.

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 perspective on why the space is growing so quickly and the opportunities for the future is invaluable to advisors to get a better understanding of why the crypto space is not going away. As excited as I was to talk crypto and NFTs with him, the end of our conversation about what he wants from a financial advisor was amazing. I'm going to get him back on so we can dive deeper into how the advisor-client relationship is going to evolve.

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 opportunities Corey sees in the space and what he's learned from his hands-on education. Be sure to continue to follow Corey on his show Pirates Of Finance.

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 to voice technology and she shares how FA's can leverage voice technology in their marketing and communication strategies.

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 becoming a financial advisor, his time at Texas Tech, and how that shaped him as an advisor, landing at Plancorp and what they do right for young advisors, and where he thinks the profession is going. Be sure to stay with the conversation to the end because there is a special treat!

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 you can expect from the podcast going forward. It's good to be back!

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 responsible for the great content and digital marketing behind Altruist and she shares her wisdom with us in this episode.

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 marketing for financial advisors: she's an ideal client and approaches marketing with a different lens than traditional advisor marketers.