Episode 11
In this episode, Dan sits down with Ric Edelman, one of the most influential financial advisers in the U.S. and a vocal advocate for responsible Bitcoin education.
Ric is the founder of Edelman Financial Engines, a $300B advisory business, and has been ranked the #1 independent financial adviser in the country by Barron’s. He’s the author of 13 bestselling books and the founder of DACFP, the Digital Assets Council for Financial Professionals, which has trained thousands of advisers globally on Bitcoin and blockchain.
In this wide-ranging conversation, Dan and Ric cover:
Why traditional portfolio theory includes a Bitcoin allocation
The six major myths advisers still believe about Bitcoin
How rebalancing Bitcoin volatility can boost portfolio returns
Ric’s personal Bitcoin story (and why most people reject it at first)
Why waiting too long to buy Bitcoin is the speculative move
How to deal with quantum computing, client objections, and professional ego
Whether you're crypto-curious or crypto-critical, this episode gives an articulate case for including Bitcoin in modern financial planning.
Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa
Website - www.thebitcoinifa.com
We always recommend watching ‘What’s the Problem’ by Joe Bryan:
DISCLAIMER:
This podcast is for FCA-authorised financial advisers only and is not for retail clients.
The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments.
This content is for educational purposes only.
Always do your own research and consider all relevant risks before making any investment decisions.
Published on 1 month, 1 week ago
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