Your clients need a plan for their digital assets – and Jamie is the expert to help you get the conversation started

Jamie Hopkins is the Director of Retirement Research at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. He is also a Finance Professor of Practice at Creighton Heider College of Business, a nationally recognized writer and researcher, and regular contributor for Forbes, InvestmentNews, and MarketWatch.

In this episode, Jamie joins host Mike Woods in a discussion about digital assets – an increasingly important aspect of the estate planning process. It’s crucial for advisors to understand why their clients need to take their digital assets into consideration as they plan their estates. Don’t miss this podcast if you’re curious about digital assets, including:

  • Why the digital assets you don’t consider—including email, social media accounts, websites, bank accounts, and more—might be the most important 
  • Why leaving them out of your planning can result in identity theft and issues with succession planning
  • How to discuss it with your clients – especially those who don’t consider their online accounts to be “assets”

In the next 10-15 years, digital assets are going to be a huge issue for estate planning. Get ahead of the curve and bring this key value add to your clients by tuning in to this important discussion!

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics do you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors by FMG Suite, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

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