S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth

<p>On today's episode, I connect with CEO of Bonefide Wealth, Doug Boneparth CFP. &nbsp;We discuss the ever changing role of the financial advisor. &nbsp;Doug intently targeted the millennial demographic years ago and is now paying off as our generation is mid-career and navigating our financial future.</p> <p>Doug shares:</p> <ul> <li>Early days building his Wealth Management practice</li> <li>Goals of previous generations vs Millennials/GenZ</li> <li>Alternative investments (Bitcoin, Crypto, DeFI)</li> </ul> <p>I want to thank Doug for his time and coming on today's podcast. &nbsp;Feel free to purchase his book <a href="https://bonefidewealth.com/millennial-money-fix/" target="_blank">"The Millennial Money Fix"</a> co-written with his wife Heather Boneparth, check out his NFT Project (Cryptodrip), &nbsp;and give him a follow on his social.</p> <p>Twitter: <a href="https://twitter.com/dougboneparth">@dougboneparth</a></p> <p>Instagram: <a href="https://www.instagram.com/dougboneparth/" target="_blank">@dougboneparth</a></p> <p><a href="https://bonefidewealth.com" target="_blank">www.bonefidewealth.com</a></p> <p><a href="https://www.cryptodrip.xyz" target="_blank">Cryptodrip NFT Collection</a> / Twitter: <a href="https://twitter.com/cryptodripxyz" target="_blank">@cryptodripxyz</a></p> <p>--</p> <p><strong>Road to Wealth Social</strong></p> <p>Twitter: <a href="https://twitter.com/roadtowealthpod" target="_blank">@roadtowealthpod</a></p> <p>Instagram: <a href="http://instagram.com/roadtowealthpodcast/" target="_blank">@roadtowealthpodcast</a></p> <p>Feel free to leave a rating and review on your podcast player.</p> <p><strong>MUSIC&nbsp;</strong></p> <p>WARM NIGHTS</p> <p>Music by Lakey Inspired (<a href="https://soundcloud.com/lakeyinspired/warm-nights" target="_blank">Soundcloud Link</a>)</p> <p>Promoted by BGMD No Copyright Music <a href="http://tiny.cc/yf4qpz" target="_blank">http://tiny.cc/yf4qpz</a></p> <p>License: Creative Commons</p> <p><br></p> <p><br></p> <p><br></p> --- This episode is sponsore