Ric Edelman on The Future of Advice | S2 E1

Episode Details

Ric Edelman is considered by many to be a godfather of the wealth management industry. He is one of the most influential people in the financial planning and investment management profession, according to Investment Advisor, RIABiz, and InvestmentNews.

He is a #1 New York Times bestselling author of eleven books on personal finance. He is in the Barron’s Hall of Fame, and he has been ranked multiple times as the nation’s #1 independent financial advisor by Barron’s. 

He received the IARFC’s Lifetime Achievement Award and holds two patents for financial product innovation.

His newest book, “The Truth About Crypto,” was published in May and has become a critically acclaimed Amazon bestseller. In parallel with that, he founded the Digital Assets Council for Financial Professionals which is committed to giving financial professionals the knowledge and skills they need to provide their clients with accurate, relevant, timely, and valuable advice about blockchain and digital assets. 

Ric shares his thoughts on the future advice, why he believes now is the best time to build massively successful practices, why most of the advice advisors are giving their clients is wrong, and how digital assets and blockchain technology will transform our industry.