Road To Wealth

S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth


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On today's episode, I connect with CEO of Bonefide Wealth, Doug Boneparth CFP.  We discuss the ever changing role of the financial advisor.  Doug intently targeted the millennial demographic years ago and is now paying off as our generation is mid-career and navigating our financial future.

Doug shares:

  • Early days building his Wealth Management practice
  • Goals of previous generations vs Millennials/GenZ
  • Alternative investments (Bitcoin, Crypto, DeFI)
  • I want to thank Doug for his time and coming on today's podcast.  Feel free to purchase his book "The Millennial Money Fix" co-written with his wife Heather Boneparth, check out his NFT Project (Cryptodrip),  and give him a follow on his social.

    Twitter: @dougboneparth

    Instagram: @dougboneparth

    www.bonefidewealth.com

    Cryptodrip NFT Collection / Twitter: @cryptodripxyz

    --

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    Twitter: @roadtowealthpod

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    MUSIC 

    WARM NIGHTS

    Music by Lakey Inspired (Soundcloud Link)

    Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz

    License: Creative Commons




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    Road To WealthBy Justin Nacpil

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