Tyrone Ross, CEO of Onramp Invest, was recently named as one of the 20 people who will change wealth management by FinancialPlanning.com. What is the first thing Tyrone wants to change about our industry? How can advisors improve our industry within the constraints of typical advisory firm business models? What is Tyrone’s biggest frustration with our industry? Advisors tend to think in terms of ROI when it comes to every decision. How can advisors determine the best way to help others and know that they are making an impact and getting that ROI? Shift gears in the conversation and hear Ross and Tyrone talk Bitcoin and digital currency. Is it on its way into 401(k) plans? From a personal standpoint, what is one thing Tyrone realized (over time) that he was wrong about all along? And what is he still trying to figure out right now?

Resources

Onramp Invest