We're going back to basics to:
🧐 Understand what all of these things are
There is no question too small or silly for this chat with A.J. Nary, Founder of HeightZero, which helps financial advisors access digital assets on behalf of their clients.
🤷🏼♀️ Why you should care
🤔 Where they might fit into your clients' lives
👉 How to incorporate them into your business in a compliant way
CLICK HERE TO LISTEN TO EPISODE 86
The Innovating Advice Show
The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, diversity, evolving business models and fee structures, and shifting client expectations to help you always be at the top of your game.
Committed to geographic, racial and gender diversity, including featuring 50% women guests.
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Please note, this content is intended for informational purposes only and should not be considered investment, tax or legal advice. Consult your investment, tax and legal teams for definitive guidance on any digital asset.
