On Purpose, With Tyrone Ross

Investing
Technology
Education

Crypto
Blockchain
retirement
bitcoin
Registered Investment Advisor

The rules are changing for growth-focused investors – but what comes next? Join independent registered investment adviser Tyrone Ross as he explores, educates and explains the emerging world of bitcoin and cryptocurrency for the modern financial professional.

This show is for advisers, by advisers on all things crypto and we appreciate you.

How Registered Investment Advisor 'Downtown' Josh Brown Talks Bitcoin With Clients

In this kickoff episode of the On Purpose podcast, host Tyrone Ross catches up with his good friend and registered investment advisor Josh Brown. They cover the overall crypto landscape for advisors, what kind of demand Josh has seen and is seeing from his clients, what he thinks of Bitcoin’s progress so far not to mention his view on one of the much-anticipated Bitcoin ETFs.

This is a fun, engaging conversation offering insight to advisors from one of the premier voices and thought leader in the RIA space.

Be sure to listen to end to hear the identity of Satoshi Nakamoto according to Downtown Josh Brown!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bitcoin in Retirement Accounts with Adam Pokornicky and Adam Blumberg

In this episode of the “On Purpose” Podcast, join Host Tyrone Ross and guests Adam Pokornicky of DAiM Bitcoin Wealth Management and Adam Blumberg, Co-founder of Interaxis as they discuss and dissect the unique advantages and challenges for advisors and their clients looking to include bitcoin in their investment strategies.

A word from Tyrone:

“…In this episode I’ll be talking with “The Adams” who are part of the FA council along with myself at CoinDesk and we will be discussing Bitcoin in retirement accounts, IRAs, the whole thing. Everything about it that financial advisors don’t understand and need to know if this is truly going to be a viable asset that’s going to be a part of client portfolios.

I think you’ll find the conversation engaging and fruitful. Listen, share, like, subscribe if you find it valuable. I will see you all on the next one, until then… live ‘On Purpose!’

I appreciate you.” - Tyrone Ross

Want to learn more?

The goal of Bitcoin for Advisers is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their business. We’re working closely with professional advisers to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.

Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisers will walk away from this virtual event with a grasp of how bitcoin fits into the world and their business.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How Financial Advisers Should Think About Bitcoin with Morgen Rochard

In this episode of the “On Purpose” Podcast, join host Tyrone Ross and Morgen Rochard, author, CFA, CFP of Origin Wealth Advisors as they dig into why bitcoin and only bitcoin is where financial advisors should focus their attention and limited time.

A word from Tyrone:

“Welcome to this episode of the On Purpose podcast, I’m your host Tyrone Ross and in this episode you’ll hear my conversation with Morgen Rochard, CFA, CFP who is, of course, a member of the CoinDesk FA (financial advisor) council. She’s also the better half of Pierre Rochard for those of you who follow the crypto space.

In this conversation you’ll hear us talk about bitcoin and bitcoin only. We’ll talk about why financial advisors should ONLY pay attention to bitcoin and nothing else. Morgen shares her approach to conversations with clients about bitcoin... She’ll also give you some ideas of where you (if you’re listening to this, Mr. or Ms. Advisor) can feel comfortable with your clients going out and getting access to bitcoin.

I hope you enjoy our discussion. Like it, retweet it, share it, put it in the family chat... We’ll be back on Thursday with my good friend Kevin Kelly of Delphi Digital, but for today enjoy Morgen’s wisdom.

And until next time, I appreciate you!” - Tyrone Ross

Want to learn more?

The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their businesses. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.

Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Global Macro Case for FA Allocations to Bitcoin With Kevin Kelly

In this episode of the “On Purpose” podcast, join host Tyrone Ross and Kevin Kelly, co-founder of Delphi Digital, as they dig into our current global macro environment for a look at how and why it's driving interest in bitcoin for financial advisors and their clients.

A word from Tyrone:

Welcome back to the “On Purpose” podcast, I am your host Tyrone Ross, and in this episode you will hear my conversation with Kevin Kelly – all my quants and global-macro folks, get close! In this conversation we talk about why bitcoin can play a meaningful role in your portfolio as financial advisors start to engage clients in a low-rate environment where everyone is reaching for return and yield.

Paul Tudor Jones recently called bitcoin “the fastest horse in the race” and Kevin breaks down why we’ve seen this massive run in bitcoin. He’ll give you all the reasons why we’ve seen the buildup from a global macro standpoint. It’s an incredible conversation, I can’t use “exogenous” in a sentence like he does but he really nailed it in this one.

If you enjoy this program make sure you like, share and retweet. If you love it, we’ll see you on the next one. I appreciate you. - Tyrone Ross

Advisors learn for free:

Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How Financial Planners Think About Bitcoin with Justin Castelli and Douglas Boneparth

Independent investment adviser Tyrone Ross speaks with Certified Financial Planners (CFP) Justin Castelli and Douglas Boneparth about how they're looking at bitcoin and what they're hearing from clients.

"My biggest concern is that things move too slowly," said Douglas Boneparth, "The horse is out of the barn. You now have advisers getting flak from their clients on 'why am I not here? You've been telling me you mined bitcoin in 2014 and you ... are generally positive about it. You've also been telling me you can't advise about it. ... And I don't want to hear about the SEC and regulations or other things. You're my adviser, should I have been advised on it?’ There's a tolerance here that other clients are going to have. If you tell them ‘no’ too many times, they're going to tell you ‘no’ by firing you. Right now that seems a little extreme, but if you pan out five or 10 years, you have time on your side to see something like bitcoin or crypto rise..."

"I don't have a lot of inbound demand," said Justin Castelli, "But I have a weekly email that I've refined and sent to clients. I'm going to start putting some information in there because I don't know how many of my clients realize i've spent a lot of time researching it, that I know about it, that I personally do some investing in it on my own. I want them to feel comfortable coming to me, knowing that I know about it."

"But Interestingly enough," he continued, "Yesterday I was doing a review with a 58- and 59-year-old couple. They have a lot of cash, wondering, 'what can we do?', and they saw my StockTwits bitcoin, litecoin, ripple on [the wall of my office], and the wife said she'd heard about bitcoin and asked [me] about it. She was actually very interested in learning more because they have more than enough in equities. They're at a point now where they could afford to do this if they understand it. She's like, 'I really like the sound of this, I want to learn more.' Whether or not she actually does it, I don't know, but it was very interesting because you'd think it'd be my younger clients who get more excited about it but yesterday it was a retiree, a former teacher at that, who was interested in it."

Advisors learn for free:

Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Crucial to Asset Allocation in the 2020s: Financial Advisers Talk About Bitcoin's Rising Relevance

In this special episode recorded live on Wednesday, November 4th, 2020 we'll join independent investment adviser Tyrone Ross as he speaks with Adam Pokornicky, COO of Digital Asset Investment Management; Andy Edstrom, financial adviser and investor at WESCAP Group; and Sunayna Tuteja, head of digital assets at TD Ameritrade.

In this hour long session they explain the institutional landscape and how they think about it. They discuss the big questions for financial advisers and professional investors in a jargon-free, transparent discussion.

Towards the end of the session they field and answer live questions from registered financial advisors new to the space. This is an episode you won't want to miss.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Emerging Bitcoin Infrastructure for Financial Advisers

On this episode of On Purpose, host Tyrone Ross speaks with Jason Wenk of Altruist.com, a soon-to-launch crypto-friendly technology platform for investment advisers and their clients.

A word from Tyrone:

In this special version of the On Purpose podcast, you'll hear my conversation with my friend, CEO and founder of Altruist.com, Jason Wenk. There is no one better in the registered investment advisor space to talk about the FinTech landscape to talk about what advisers need, what they don't and what they should be looking for in order to build strong crypto infrastructure within their practices. We talk about Altruist and their platform and there might even be a little special news dropped in this episode as well. Listen, like, subscribe, share, whatever you need to do... I appreciate you!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Why You Should or Shouldn’t Fire Your Financial Adviser Over Bitcoin

On this special holiday episode of ‘On Purpose,’ host Tyrone Ross, breaks down his viewpoint on the abuse financial advisers are receiving concerning their lack of involvement in bitcoin.

A word from Tyrone:

“Welcome to this episode of the On Purpose podcast, I’m your host Tyrone Ross and in this episode, you’ll hear my opinion on why You Should or Shouldn’t fire your financial advisor over bitcoin.

You will hear me talk about how the SEC impacts the attention of Financial Advisors toward Bitcoin and how social media aggression toward FA’s, if they do not share bitcoin with their clients, is very unfair.”

Listen, like, subscribe, share, whatever you need to do … I appreciate you!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Bitcoin Opportunity Is Right Here in America

Independent registered investment advisor Tyrone Ross is back in the first show of 2021. In this episode he shares his thoughts and frustrations on how the explosive rally in bitcoin is being thought about and discussed in some circles, with those already in positions of wealth missing the true opportunity that open access and decentralization present. At a time when income inequality has never been greater, Tyrone illuminates what the real value of an accessible financial system is and how everyone can get involved.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Are Financial Advisers Missing Crypto?

On this episode of the 'On Purpose' podcast, independent registered investment advisor Tyrone Ross digs into the thorny topic of bitcoin and digital assets through the lens of your average Financial Advisor. As Tesla CEO Elon Musk adds "bitcoin" to his twitter biography and markets swing massively from bearish to bullish, what's a financial advisor to do to keep their clients happy without exposing their license and reputation to meaningful risk? What's the right balance and what can we really expect from the professionals managing or advising on trillions of dollars of wealth.

A message from Tyrone:

The greatest number of people living in poverty are children, we need to change that. If you can, get involved and give back to NoKidHungry.org. Love and Light. I appreciate you!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.