Guest Steve Sanduski: Digital Asset Conversations with Clients

As interest in digital assets continues to grow at a fast pace, it’s critical to know how to have these conversations with your clients.

Crypto Advisor: How Advisors Can Start the Conversation About Digital Assets

Marc Nichols is joined this week by Steve Sanduski, financial advisor coach. Marc and Steve focus on how advisors can have conversations with clients about digital assets. They review the pre-conversation checklist, discuss how to approach these conversations both proactively and reactively, and hit on themes advisors may not have thought about. They also delve into the broader industry impact of blockchain and digital assets.

Don’t forget to watch or listen to last week’s episode with Griffin Knight and Marc Nichols:

The Advisor Adoption Spectrum & Why Active Management Matters

Marc Nichols is joined by guest Griffin Knight, Head of Product at Blockchange. Griffin shares his personal journey into the digital asset space and how he developed the “crypto bug,” as well as the evolution of Blockchange and why they focus on providing sophisticated solutions for financial advisors. Griffin adds his unique technology perspective to …

Read More »