by Justin Castelli, CFP®
The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
Language
🇺🇲
Publishing Since
1/14/2020
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December 15, 2021
<p>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.</p> <p>We will see the complexion, representation, technology, and services provided within financial services and in this episode Nicole highlights some of these disruptors.</p>
November 24, 2021
<p>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.</p>
October 28, 2021
<p class="">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.</p> <p class="">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.</p>
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The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know.
Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.
This podcast updates daily.
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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