Using Digital Assets to Gain Clients & AUM

1:30 PM - 3:30 PM

The business of financial advice is as competitive as ever, and it has never been more challenging to set yourself apart in your efforts to gain new clients and assets. Now, the emergence of the first new asset class in 150 years – digital assets – offers you the opportunity to invigorate your practice, generate new revenue, and enhance the value you provide to your clients.

Financial advisors are expected to generate $4.6 billion in fees from digital assets over the next five years. Eight in 10 clients already expect their advisors to be knowledgeable about this new technology. And six in 10 clients are willing to switch advisors to get the advice they want and need about bitcoin and other digital assets. In this session, join Ric Edelman as he shows you the business case for adding digital assets to your practice and how to enhance your services!

Learning Objectives:

  • Understand Blockchain, bitcoin vs. Ethereum, NFTs, and digital assets vs. digital currencies
  • Learn the implication of the above areas for your clients and firms
  • Determine how to engage with this new asset class – and how not to