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Andy Flattery - Leveraging the bitcoin "brand" for RIA growth
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In this episode, we are joined by Andy Flattery. Andy is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning in North Kansas City, MO. He specializes in advising young and affluent families in the earlier stages of wealth building.
Previously, Andy was a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management.
Andy enjoys playing (way too many) rec sports, trail running, guitar, and chasing their three children around the yard. He is the creator and host of The Reformed Financial Advisor podcast.
We discuss
- How Andy found bitcoin and the "why" behind it for him.
- Is bitcoin an investment or savings?
- Are index funds the holy grail of investing?
- Leveraging content and his brand to build a pipeline of prospective clients.
- Why young families are interested in bitcoin and how it solves a problem for them.
- How to think about any advisor's personal investment allocation.
- Why financial planning fits so well alongside bitcoin.
- And so much MORE
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