Between Now and Success

The Digital Money Advisor: Bitcoin Discussion for Skeptical Financial Advisors with Meg Bartelt, Ronnie Colvin and Adam Blumberg


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Episode: Joining me for this panel discussion on Bitcoin are:

Meg Bartelt, CFP®, MSFP of Flow Financial Planning Ronnie Colvin, CFP®, of ColeFP Wealth Management Adam Blumberg, CFP®  of Interaxis Academy

Insight: Bitcoin can lead you down some very twisty rabbit holes. But as an advisor, learning the basics will allow you to answer the most common questions you’re going to get from clients: What is this? Should I invest in it?

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Between Now and SuccessBy Steve Sanduski

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