How Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get Paid

< 1 minute


In This Episode

Henry Yoshida, CEO of Rocket Dollar shares the untapped potential of self directed IRAs for today’s financial advisor. While most advisors are aware that self directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS! 

In this episode you will learn how easy it is to set up and manage a self directed IRA for your clients and how to get paid for the new wealth management offering.

Our Guest

Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest IRA money into private and alternative investments. Henry founded venture capital backed robo-advisor Honest Dollar[acquired by Goldman Sachs in 2016, now Marcus Invest], was the founder of a $2.6b assets under management RIA, and spent 10 years at Merrill Lynch. 

Henry is a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters.


BlueLeaf
BlueLeaf
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