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Transcript: Peter Mallouk, Creative Planning

The Big Picture

You know, whether a creative, whether you’re a CPA or an attorney, or a planner or a wealth manager, whatever, you’re sitting across the table from somebody. You, you have to have that kind of consultative nature about you, or you’re not gonna be successful, certainly not be able to do right.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space. Most recently James worked with several seed and pre-seed startups at Nerd United, a venture studio, specializing in working with Crypto Startups to identify their early product market fit and work to get them into a functioning BETA.