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The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

The WealthStack Podcast: Ben Cruikshank on the Professionalization of Crypto

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Cryptocurrency is a hot topic with many investors – yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. 

Mark Bruno, Managing Director of Wealth Management at Informa, is joined on the WealthStack Podcast by Ben Cruikshank, Head of Flourish, in discussing the growing role of cryptocurrency within financial and retirement planning. They specifically focus on:

  • Where are we now in the professionalization of cryptocurrency
  • What role crypto could – and should – play in client portfolios
  • What options are available for financial advisors to consider
  • How current events are markets are creating new opportunities with Crypto and cash management

Connect with Mark Bruno:

Connect with Ben Cruikshank:

About Our Guest:

Ben Cruikshank is the Head of Flourish and leads the Client Strategies organization, including sales, marketing and support. Ben is a frequent commentator on issues related to investment advisors and crypto and has appeared in the Wall Street Journal, Barron’s, Marketwatch, and numerous industry publications. Prior to Flourish, Ben worked at Betterment, where he was a founding member of the Betterment for Business team and led the 401(k) sales team.

 

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3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins

3. The Value of Advice: Articulating and Demonstrating Your True “Alpha” with Jamie Hopkins

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Financial advisors often have an impact on the lives of their clients that extends well beyond investment performance. An ability to help clients navigate complex life and financial decisions – which are frequently intertwined – is at the core of any successful advisor’s long-term relationships. 

But how can you ensure that clients understand the true value of the services that you deliver – and ultimately the unique problems that only you can solve for them?

In this episode of the WealthStack podcast, Mark Bruno and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, managing partner of Wealth Solutions at Carson Wealth, reveal how to articulate your unique advisor “alpha”. They dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors. Jamie discusses how advisors are adapting to create experiences for clients, while also focusing on:

  • The most effective ways to communicate your value proposition
  • The role of technology as a differentiator for advisors
  • The difference between service and relationship for advisors and clients
  • The services, outcomes or solutions that have the most value for investors
  • How behavioral finance impacts clients’ advisor selection

Connect with Jamie Hopkins:

Connect with Mark Bruno:

About our guest:

Jamie P. Hopkins, ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP® is the Managing Partner of Wealth Solutions. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.

A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” He is also the author of 2018’s “Rewirement: Rewiring The Way You Think About Retirement.”

 

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