The Value and Benefits of the CDAA Certificate Program Our host Marc Nichols is joined again by the President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the 2nd part of the 3 part crypto education series. In this episode, Marc and Matt discuss and review The Certified Digital Asset Advisor certificate …
Crypto Education Series: CDAA Designation Program Review Read More »
The Value and Benefits of the DACFP Certificate Program Our host Marc Nichols is joined by President at Arbor Capital & Director at Arbor Digital, Matt Kolesky for the first part of a three-part series focusing crypto education. In this episode, the two discuss a brief history and overview of the Digital Assets Council for …
The PlannerDAO Index and Crossroads 2022: Two Exciting Opportunities Guest Steve Larsen makes his second appearance on the podcast, and he and Marc discuss two exciting opportunities. First, they dive into what you need to know about the PDAO index and the current landscape of crypto indexes. As co-founder of PlannerDAO, Steve also discusses this …
What can Flourish Crypto offer to advisors across the country? Marc Nichols welcomes guest Ben Cruikshank, head of Flourish Crypto, for an in-depth discussion of Flourish. Ben shares what Flourish Crypto is and talks about their journey into this space. He discusses where the platform fits compared to other solutions, and its exciting future capabilities. …
Are NFTs changing the way advisors do business? Marc Nichols welcomes guest Diana Britton of WealthManagement.com this week to discuss her personal experience with NFTs and what she has learned from interviewing industry leaders. The pair speculate about what’s next for NFTs, given the use case evolution, as well as recent NFT activity and scams …
Financial advisors can benefit from crypto – even if they don’t believe in it (yet). Marc Nichols is joined this week by preeminent personal finance thought leader and New York Times bestselling author Ric Edelman. They discuss what’s in store for crypto in 2022, and how advisors can benefit from it even if they don’t …
There is research available to help advisors evaluate digital assets, think about valuation, and better understand the underlying technology. Marc Nichols and guest Doug Schwenk, CEO of Digital Asset Research, discuss the importance of quality market data and analysis in this episode, as well as how it can assist advisors in evaluating digital assets. Doug …
Setting the Standards of Due Diligence in Crypto with DAR Read More »
Legitimizing crypto for other financial professionals is key to greater adoption in 2022 and beyond. In this collaboration with the hosts of the Crypto for Planners Podcast, Marc Nichols is joined by Steve Larsen, Justin Pullaro, and Adam Blumberg for a review of the 2021 digital asset markets and key learnings from the year. They …
Let’s get practical about how the journey into crypto looks and feels for advisors. In this episode, Marc Nichols talks with Alexandra Dest, CEO, and Founder at Willow Investments, and Paul Farella, Owner and Managing Director at Willow Investments. They discuss why “profit, people, planet” is woven into the fabric of Willow, how they evolved …
What’s happening at the intersection of Blockchain and cryptocurrency, and what does it mean for advisors? Host Marc Nichols is joined by a guest who wears many hats. Cleve Mesidor is the author of “My Quest for Justice in Politics & Crypto” and she is also head of the National Policy Network of Women of …
Economic Empowerment through Crypto with Cleve Mesidor Read More »
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