Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
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Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios
Wealthies Circle
26 minutes 59 seconds
2 years ago
Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios
The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver. Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do … Continue reading Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios →
Wealthies Circle
Welcome to the Wealthies Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
