The Advisor Of Tomorrow

Justin Castelli, CFP®

The financial advisor of tomorrow looks different than the financial advisor of the past. This podcast will be a compilation of monthly interviews, audio from short videos, and more covering everything from practice management to marketing to branding and beyond that The Advisor Of Tomorrow needs to know. Your host is Justin Castelli, CFP®, the founder and financial advisor of RLS Wealth Management and co-Founder of The Advisor Growth Community™.

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "The Advisor Of Tomorrow" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

The Advisor Of Tomorrow

Episodes (39)

Dec 15, 2021 The Coming Disruption With Nicole Casperson
Nov 24, 2021 The Genesis Of AllStreet Wealth With Treyton Devore and Thomas Kopelman
Oct 28, 2021 Crypto Model Portfolios With Jeremy Schwartz and Matt Kress

The Advisor Of Tomorrow

Dec 15, 2021
56¾ minutes
75 MB

There is major disruption coming to financial services, in particular financial advisors, and Nicole Casperson can be found out on the forefront of this disruption. We will see the complexion, representation, technology, and services provided within financial services and in this episode Nicole highlights some of these disruptors.

The Advisor Of Tomorrow

The Coming Disruption With Nicole Casperson

Justin Castelli, CFP®

00:00 -54:57