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Episode Summary
Sean Allocca and Nicole Casperson look at the reasons many advisers are cautious when it comes to digital assets and the disconnect between client interest and adviser willingness. Hannah Moore joins Jeff and Bruce as well to give a one-year update on the FPA’s resoundingly successful externship program implemented in response to the outbreak of the Covid-19 pandemic.
Episode Notes
How the new “externship” program works.
What participants receive at the end.
What financial advisers get out of participation.
The cost of the program and the future of the program.
The accountability element of the program.
Hannah’s podcast.