Sign up to save your podcasts
Or
Share FSPtalks
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
FSPtalks
By FSPgoBusiness
FSPtalks episodes
- Bill Cates Interview - Turning Referrals into Introductions
Bill Cates discusses the importance of a great introduction.
12 min - Bill Cates Interview - Creating Productive Referral Relationships
Bill Cates differentiates between a referral alliance, strategic alliance and center of influence.
10 min - Bill Cates Interview - Getting Referred Up
Bill Cates gives tips on how to multiply your best clients.
10 min - Bit by Bit - Episode 6: Final Thoughts on Cryptocurrency and Planning for Digital Assets
Robert Kirkland shares his advice for fiduciaries and his final thoughts.
5 min - Bit by Bit - Episode 5: Gift and Estate Tax Consequences of Cryptocurrency
Robert Kirkland discusses:
- Estate and gift tax consequences;
- Valuation and fair market value;
- What the future holds for cryptocurrency;
- Advice for fiduciaries
11 min - Bill Cates - Introductions
Referral coach Bill Cates answers why advisors don't ask for introductions.
11 min - 11 min
- 11 min
- Bit by Bit - Episode 4: Tax Aspects of Cryptocurrency
Robert Kirkland discusses how transactions are treated for income tax purposes.
6 min - Bit by Bit - Episode 3: The Planning/Fiduciary Administration of Cryptocurrency
Robert Kirkland discusses how cryptocurrency can be used for goods, services and investments; the importance of documentation and management and real-life 'horror' stories from lack of planning .
6 min
About FSPtalks
From the publisher's feed
FSPgo is a unique source of content for financial professionals across all disciplines. It’s the only site where advisors can experience a holistic approach to addressing their needs, both technical and practical. FSPgo brings you top-tier original content created by FSP along with curated content from our goPartners, all recognized authorities in their respective disciplines.
FSPtalks brings together influential leaders across the financial services industry for enlightening conversations on leadership.