Cryptocurrency for Financial Advisors with Greg Johnson

Model FA Podcast

Gregory Johnson is the co-founder and CEO of Rubicon Crypto, an organization that helps investors, financial advisors, and institutions bridge the gap between the digital and traditional investment worlds. Greg has over two decades of leadership experience that spans Fortune 500 companies and start-ups in crypto and digital assets, health and wellness, insurance, and financial services. In addition to his work at Rubicon, Greg is a member of the Bretton Woods Committee and part of the GeoTech Action Council for the Atlantic Council GeoTech Center.

Greg joins me today to discuss how financial advisors can include cryptocurrency in their portfolio of services. He describes how major financial institutions are gearing up for the wide adoption of cryptocurrency. He explains how advisors can manage their emotions and expectations about cryptocurrency in a volatile market. He also reveals how financial advisors can evaluate the potential of a crypto project and underscores how Rubicon helps advisors begin their journey in cryptocurrency.

“All major institutional players are gearing up for what we believe to be the greatest reallocation of wealth in the history of the industry.” - Greg Johnson

This week on The Model FA Podcast:

• Greg’s background and journey to financial services and cryptocurrency
• Why financial advisors should think about including cryptocurrency in their client services
• Hurdles that prevent financial advisors from adopting cryptocurrency
• How Rubicon Cryptocurrency educates their partner RIAs and financial advisors about cryptocurrency
• Managing emotions and expectations through a volatile market
• Due diligence for cryptocurrency and how advisors can sift through crypto “garbage”
• Tokenomics and evaluating the potential of a crypto project
• Regulatory considerations and issues in cryptocurrency
• How managing fees are split up when advisors partner with a firm like Rubicon
• Mastery and the importance of embracing the plateaus of your life

Resources Mentioned:

• Book: Mastery: The Keys to Success and Long-Term Fulfillment by George Leonard
• MIT OpenCourseWare: Blockchain and Money with Prof Gary Gensler

Our Favorite Quotes:

• “Whether we’re in a bull market or a ‘crypto winter,’ people will either say ‘see, I told you,’ or switch camps along the way.” - David DeCelle
• “Though the stock market is volatile currently, it tends to be more stable over time—more than how people perceive the crypto space.” - David DeCelle
• “Most of the crypto and token projects out there look and feel like securities, behaving like stocks in many aspects.” - Greg Johnson

Connect with Greg Johnson:

• Rubicon Crypto
• Rubicon Crypto on LinkedIn
• Greg Johnson on LinkedIn

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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