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How Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get Paid
Henry Yoshida, CEO of Rocket Dollar shares the untapped potential of self-directed IRAs for today’s financial advisor. While most advisors are aware that self-directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS!
In this episode, you will learn how easy it is to set up and manage a self-directed IRA for your clients and how to get paid for the new wealth management offering.
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By BlueleafHenry Yoshida, CEO of Rocket Dollar shares the untapped potential of self-directed IRAs for today’s financial advisor. While most advisors are aware that self-directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS!
In this episode, you will learn how easy it is to set up and manage a self-directed IRA for your clients and how to get paid for the new wealth management offering.