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[Advisors Unscripted @AdvsrsUnscrptd]

#AdvisorsUnscripted just released a new episode with Zechariah S. as he discusses working with Gen Z clients. Tune in wherever you stream your podcast!
#AdvisorsUnscripted #AdvisorsConversations #FinancialPodcast

https://t.co/zWotElfVsa

[Inactive @TheGenZAdvicer]

@jimcramer @MadMoneyOnCNBC Ok but how do I buy puts on this call?

[Inactive @TheGenZAdvicer]

@camp_wealth @RFBalanceWealth Ok!! Hmu on LinkedIn and we’ll figure something out 🫡📈

[MetaLawMan @MetaLawMan]

SEC v. @Coinbase update

We now have the transcript of the pre-motion conference held on Thursday.

Things went worse for the SEC than was initially reported.

The Judge explicitly aligned herself with Coinbase on a key argument.

That is unusual for a first appearance.

More...

[Inactive @TheGenZAdvicer]

Had a great conversation with Zach on modern advising, Crypto, & Gen Z financial management!

[Value Stack Podcast @valuestackpod]

Value Stack Episode 41 is out now!
Financial Planning for Bitcoiners with Zechariah Schaefer (@TheGenZAdvicer)

https://t.co/zhni15je5x

[Inactive @TheGenZAdvicer]

@ngertsema Thanks for sharing this, Nick. You're so right! The clients who are super worried about the left pie probably don't even hire an advisor!

[Inactive @TheGenZAdvicer]

@reeseharpercfp All our clients are comprehensive. 3X strategy meetings throughout year but, with our "family office lite" model, between doing their plan, investments, tax strategy, tax prep, business strategy, and more, we usually talk at least once every 1-2 months.

[Inactive @TheGenZAdvicer]

The Secret About AI-Powered Financial Advice 💀📉

Those who are worried about AI replacing them, the advisors that are coasting, probably have something to worry about.

Those who aren't worried, the planners providing tremendous value, probably have nothing to worry about.

[Inactive @TheGenZAdvicer]

The Keys to Being a Great Advisor 🔑📈

An excellent advisor is, simultaneously, all of these things! 👇

✅ "Connect with the life of your client, and you've got a client for life."
(above quote from Mitch Anthony 👆)

[Inactive @TheGenZAdvicer]

You've probably noticed how hectic the markets have been recently. 🦘📈📉📈

Aside from being a great buying opportunity, another upside has been the memes 🤣📈

Here's my favorite! What's the best one you've seen?

#FinancialPlanning #Bitcoin
Credit: @WallStBets on Instagram

[Inactive @TheGenZAdvicer]

"We hired you because you were the most interested in our lives and aspirations!" 🤔

Several clients have told me this exact thing. It's led me to this HUGE lesson 👇

In almost all areas of life, seek to be 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 not 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴! 🤯

[Inactive @TheGenZAdvicer]

The best leaders know this secret: 🤫

Asking for help isn't a sign of weakness – it's a sign of strength! 💪📈

Requesting assistance is exhibiting humility, which takes infinitely more strength than pride...and it results in the best outcome for the leader! 😎

[Tom Brady @TomBrady]

Truly grateful on this day. Thank you 🙏🏻❤️

[Inactive @TheGenZAdvicer]

There is good debt and bad debt...there is also good behavior and bad behavior.

Good debt alone is not good. You also need good behavior.

What's another financial tool you can think of that's like this?

#DaveRamsey #PersonalFinance #BehavioralFinance

[Inactive @TheGenZAdvicer]

Where is the best place to find resources on different counties/towns regulations on short-term rentals??

[Inactive @TheGenZAdvicer]

@mitchdmoore Most young people shouldn't be worried about their long-term funds making income...they should be focused on growth.

[Inactive @TheGenZAdvicer]

@ngertsema They are now - & it works well for a certain group of people just like TurboTax works well for a subset of people.

IMO, specialized advisors doing real planning have nothing to worry about with this.

If I was a wirehouse advisor doing asset allocations, I'd be worried, though.

[Inactive @TheGenZAdvicer]

What's the worst financial advice you ever received?

[Inactive @TheGenZAdvicer]

@behaviorgap All models are wrong...but some are useful 😉.

Is it wrong for the weather channel to tell me a hurricane might hit South in Miami...but it also might hit as North as Charleston?

IMO, Monte Carlo/other projections are just like that example. Useful tools with the right framing.