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.

You can learn more about and connect with Steve by visiting his website https://stevesanduski.com, following him on Twitter @SteveSanduski, or connecting with him on LinkedIn. You can also listen to his podcast, Between Now and Succes, on Apple Podcasts or wherever you like to listen.

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

Crypto Consulting: About Arbor Digital

Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services.
To learn more and find out how you can #getoffzero contact us to book a demo or subscribe to our weekly Digital Asset Roundup.
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