Understanding and Positioning Bitcoin for Financial Advisors with Justin Castelli

Guest: Justin Castelli, an executive at Onramp Invest, which is a technology company that provides access to crypto assets for registered investment advisors. He's also the founder of RLS Wealth, which is an RIA firm in Fishers, Indiana. And he's the co-founder of The AGC, which is an organization that connects financial advisors across the globe to collaborate and grow both personally and professionally.

Insight: Think Bitcoin and other crypto investments aren't right for your client base? You may be right. But what happens when their kids and grandkids are looking for an advisor who does know what an NFT is and can advise them on how to manage digital assets? Retiring baby boomers are starting the largest wealth transfer in history. Their heirs are digital natives, many of whom have already bought Bitcoin on their own. If you don't want to add crypto to current portfolios, you at least need to have a working knowledge of the technology and an informed opinion that your clients can trust.