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In their thought-provoking white paper, New Frontiers in Wealth Management, Matthew Jackson and Bob Veres examine how advice firms can ensure long-term survival in a changing world.

In this episode, Matthew joins to take a look at one of the challenges discussed in the paper: the three intergenerational challenges of moving from a Peak 1 firm to a Peak 2 firm.

Whether they realize it or not, most firms are grappling with this challenge.

Show notes at https://innovatingadvice.com/post/episode87

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Global conference tickets: https://bit.ly/globalfpconf

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We are going back to basics for an intro to blockchain, bitcoin, crypto and this NFT craze.

I'm joined by AJ Nary, founder of HeightZero, which is a technology platform that enables financial advisors to efficiently add digital assets to their clients’ portfolios. AJ is also great at breaking things down in an easy to understand way.

So if you've been trying to figure out what all of these things are, whether you should care and how they might fit into your clients' lives, this episode is for you.

Show notes at https://innovatingadvice.com/post/episode86

Join the IA Community https://bit.ly/IAComm

Global conference tickets: https://bit.ly/globalfpconf

Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm

As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode.

I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients’ global footprint.

In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on.

Show notes at https://innovatingadvice.com/post/episode85

Join the IA Community https://bit.ly/IAComm