Remove CFP Remove eCommerce Remove Financial Planner
article thumbnail

This year’s Wild Crypto Debate

Sara Grillo

His focus was to identify real-world applications and utility to the crypto space in areas such as payments, health care, eCommerce, charitable giving, and sales. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

License 52
article thumbnail

Integrating Live Chat with Your Advisor Website

FMG

CEO and Lead Financial Planner Nestor Vargas, CFP® , pops up in the corner asking, “Can I help you find the answer to a specific question?” Now, that would make you more likely to work with that company versus the other, which makes getting in touch more difficult, right?

article thumbnail

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

Sara Grillo

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.