Ready to cut through the crypto noise? Jay Coulter and Tyrone V. Ross Jr., CEO of Turnqey Labs and President of 401 Financial unpack how to integrate digital assets into your practice—without the hype or headaches. Topics of discussion include debunking client myths about Bitcoin (it’s not just a “bubble”!), turning market volatility into trust-building opportunities, evaluating new crypto ETFs and custody tools like Fidelity’s air-gapped wallet, streamlining operations with blockchain for trusts and rollovers and more.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
Is AI a threat to financial advisors—or the ultimate “Iron Man suit” for growth? Jay Coulter sits down with Parker Ence, co-founder of Jump.AI, to explore how artificial intelligence is transforming the advisor-client relationship. Discover how 16,000+ advisors are already using AI to deliver better client outcomes, save hours of admin time, and win the next generation during the Great Wealth Transfer.
Show Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.
In this episode, Jay Coulter sits down with Manish Khatta, President & CIO of Potomac, for a blunt and unfiltered conversation on two essentials every financial advisor must master: market risk and marketing.
Manish is known for his no-nonsense approach to portfolio management and advisor communication. From navigating today’s volatile markets to building a brand that stands out, he shares real-world insights you can immediately put into practice.
What you’ll learn:
How to think about risk in today’s market environment
Why marketing is as critical as portfolio construction for advisors
Lessons from Potomac’s evolution as a leading TAMP platform
Sponsor: The Titleist Advisor Network. Learn how to become a high-growth independent Business Owner: https://na2.hubs.ly/y0_81V0
#YourBusinessYourWay #resilientadvisor
The viewer of this content should not assume that any information presented or made available on or through this media channel is receipt of or substitute for personalized investment advice. Titleist Asset Management LLC (“TAM”) is an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. TAM provides its services to individuals, high net worth investors, including trusts and other legal entities and provides access to model portfolio strategies offered through its affiliate, Shorebird Capital, LP. For a copy of TAM’s disclosure documents please visit www.adviserinfo.sec.gov and follow the search instructions.
Visit tamgmt.com to learn more.