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: