Veteran Advisor Shares Insights on Portfolio Models

Nate Geraci talks about where the financial planning industry has been and where it’s heading. 

Reviewed by: Staff
Edited by: Kent Thune
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The president and founder of The ETF Store, Nate Geraci, shares his insights on everything from building portfolio models and helping clients understand crypto to providing value against the forces of artificial intelligence.

In this first episode of Advisor Upside, the veteran financial advisor and ETF enthusiast sat down with wealth management editor, Jeff Benjamin, for a conversation about where the financial planning industry has been and where it’s heading. 

Nate also talks about how he continues to navigate the Fed’s monetary policy moves and how over the past few years “we were darn near perfect.”

On the hot topic of spot bitcoin ETFs, Nate said the new ETFs haven’t yet been added to his portfolio models, but that the questions from clients have been flooding in.

Join’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. 

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