Title:

In today's episode we will discuss wall street, digital assets, and your money

Date:

Saturday, May 21st 2022

Domain:

BUSINESS

Life lesson:

Know what I don't know because what I don't know can hurt me/us.

My clients put me on this seat. I must do the work required of the seat.

Regardless of what the industry says...

Core idea:

People have been asking about digital assets and the financial service services industry position is to stick their heads in the sand and discard the idea.

Fact #1:

HEAD IN SAND

The industry is creating an unprepared advisor workforce to deal with the digital asset space.

I'm an advisor and I know this.

Sticking our heads in the sand is not a good strategy.

I feel an obligation to grow with the times.

It's time.

Fact #2:

LION NOT SHEEP

I must study my industry and lead it not be led by it.

Don't drink the kool-aid straight up.

Drinking the kool-aid straight up has consequences.

I am a leader and know how to follow.

I work for my clients not the industry and I can never lose sight of this.

Fact #3:

BE PROACTIVE

I must be proactive about my education.

The time to prepare for the storm is before the storm hits.

The dollar is under pressure.

The world is changing.

I must take a step back and ask where the puck is going from here.

Fact #4:

LEARN + EXECUTE

I will execute ideas that are meaningful and applicable to protect my clients.

Knowledge without action is waste.

Just because I'm learning about digital assets doesn't mean I will recommend digital assets.

The key here is to understand the space well enough to analyze it and help clients make good decisions.

We lead, we don't follow.

This motto has served me well over the years.

Action:

shoot podcast