Ep. 118: Crypto as Lead Gen for Advisors with Maxwell Lane, Flourish
Craig Iskowitz November 18, 2021
“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have
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“We really think for the next generation of clients and advisors, crypto is going to be like any other asset class. You have to have
“I’ve got a maximalist view on this I’ve sort of self radicalized but it’s not just that advisors have to compete with now, banks and
“Think about a large broker dealer, they have advisor personas that manage assets, that allocate assets, that are career insurance producers, and they all want
“Advisors don’t like the fee structure of annuities, that’s one of the things they always say to us. They know they have to insure against
Come on in, sit back, relax and enjoy episode 114 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of
“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss
“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised
Come on in, sit back, relax and enjoy episode 111 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of
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