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?
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.