| Name | Company | Contact Reason | Comments | |
|---|---|---|---|---|
Media InquiryPodcast InterviewRIA ConsultingSpeaking RequestCustom EducationOther | ||||
Marie-Christine Razaire | Northwestern Mutual Future Ventures | Other | Hi Steve - I came across Planner DAO and would love to learn more - best! MC | |
ERIC GREEN | PURPOSE FINANCIAL ADVISORS LLc | Other | Saw your interview in InvestmentNews. Congrats! | |
Todd Koyama | Selkirk Wealth Advisors | RIA Consulting | Educate me, Steve! | |
ERIC GREEN | PURPOSE FINANCIAL ADVISORS LLc | Other | Saw you quoted in InvestmentNews re crypto. Now I know an expert. Hope all's well with you! | |
Mike Long | True Private Wealth Advisors | RIA Consulting | Trying to add Cyrpto for our clients | |
Nolan Dohnalek | Tin Goose Partners | RIA Consulting | Hi Steve, it has been a pleasure reading your materials. I am interested in learning more about your RIA consulting. I along with my partner are about to acquire a small RIA as part of a broad investment thesis, and giving access to the crypto world is one of our key initiatives. I would love to learn more about what sort of consulting work you do. I myself am heavily involved personally in the crypto world but know that most likely none of our clients are. Looking forward to chatting. | |
Steve | crypto | Speaking Request | help me | |
Steve Larsen | CAP | Podcast Interview | I would love to be on your pod! |