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The Financial Advisor's Digital Asset Practice Guide

A Step-by-Step Guide to Building a Digital Asset Practice

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The Financial Advisor's Digital Asset Practice Guide

By: Andy LaPointe
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About this listen

 Bitcoin and cryptocurrencies are fast becoming an area of interest for retail and institutional clients. Is your practice ready? Do you has a system in place to build-out a digital asset offering in your practice? If you are a financial advisor, you can't afford to miss this...

The Financial Advisor's Digital Asset Practice Guide provides a step-by-step guide you can use to build-out a digital asset practice. This is a one-stop solution to help you grow your business. Here is what you will learn:
  • The top five reasons you need to talk with clients and prospects about cryptocurrencies
  • Learn why digital assets could be to the key to retaining assets under management
  • A digital asset business plan
  • How to start the conversation about digital assets with clients and prospects
  • Digital asset marketing plan
  • Dealing with cryptocurrencies objections
  • And much more...
During these early years after Bitcoin was created, our industry was conflicted. On the one hand retail investors wanted to know more and learn how invest into cryptocurrencies., However, the financial services industry was lagging with regulatory oversight and compliance into cryptocurrencies.

Since the most recent 2020 spike in prices in the overall crypto market, financial advisors have been plagued with countless questions from clients about allocating into cryptocurrencies.

Thanks to the explosion of media coverage of cryptocurrencies, this unknown asset class from just a few years prior, has now become to subject of conversation from corporate boardrooms to backyard picnics. This has caused the financial industry and countless advisors to take a closer look at this up-and-coming alternative asset class.

While cryptocurrencies may not be appropriate for all your clients, it may be a wise allocation for some of them. In addition, even if cryptocurrencies are not appropriate for most of your book of business, it may be the key to retaining assets.

Grab a copy of this book today and starting building your digital asset practice.

About the Author:

Before venturing into the realms of cryptocurrency and blockchain in 2013, Mr. LaPointe amassed 15 years of experience in the corporate world as a Registered Investment Advisor (RIA) and mutual fund wholesaler. Currently, he serves as a corporate advisor for a Canadian-based digital asset start-up.

This book aims to connect the conventional financial landscape with the ever-evolving digital asset space, helping advisors expand their practices by incorporating this in-demand asset class. Drawing on his extensive experience in wholesaling and working with advisors in traditional investments such as mutual funds, separate accounts, and annuities, Mr. LaPointe now takes the next step by providing insights into how financial advisors can successfully incorporate digital assets into their practices.
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