How You Can Use Digital Assets to Gain More Clients and AUM β Without Actually Recommending Crypto
Monday, December 12, 2022
3:30 PM – 4:30 PM PDT
Location: SCC: 6E
CE: 1 CFP CE Credit(s)
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Level of Complexity: Intermediate
The business of financial advice is as competitive as ever, and itβs never been more challenging to set yourself apart in your efforts to win new clients and assets. Now, the emergence of the first new asset class in 150 years β digital assets β offers you the opportunity to invigorate your practice, generate new revenue, and enhance the value you provide to your clients. Join legendary financial advisor Ric Edelman as he shows you how to attract more clients and assets, even if you hate bitcoin!
Learning Objectives:
Understand and explain blockchain.
Understand and explain bitcoin and other digital assets