The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Bitcoin Battles and Value Add Victories
Manage episode 447920046 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods.
Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin's role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah passionately argued for Bitcoin's potential as a transformative technology in human history.
Thursday's encore episode featured Jamie's insights on implementing value adds during surge periods and optimizing post-surge activities. Jamie stressed the importance of planning value adds a year in advance, rotating them every few years to accommodate changing client needs. Post-surge activities include thorough debriefs, analyzing trends in client questions, and fostering team collaboration.
Resources in today's episode:
- Episode Website - The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280] - Encore Episode: Managing Value Adds In Surge
764集单集
分享
Manage episode 447920046 series 2482489
内容由Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski提供。所有播客内容（包括剧集、图形和播客描述）均由 Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this recap episode, Amber shares highlights of a heated debate about Bitcoin's place in financial advising and an insightful exploration of value add strategies during surge periods.
Monday's episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin's role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah passionately argued for Bitcoin's potential as a transformative technology in human history.
Thursday's encore episode featured Jamie's insights on implementing value adds during surge periods and optimizing post-surge activities. Jamie stressed the importance of planning value adds a year in advance, rotating them every few years to accommodate changing client needs. Post-surge activities include thorough debriefs, analyzing trends in client questions, and fostering team collaboration.
Resources in today's episode:
- Episode Website - The Bitcoin Debate: Risks and Benefits with Guests Isaiah Douglass and David DeCelle [Episode 280] - Encore Episode: Managing Value Adds In Surge
764集单集
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类似 The Perfect RIA 的节目
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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continue reading
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