Frustrated that your firm won’t let you allocate digital assets to client portfolios?

3 Simple Steps to Convince Your Firm to Let You Recommend Crypto to Clients

Who Makes the Decisions?

Determine who’s best to have a conversation with about crypto. That person could be your head of sales or marketing, the leader of your advisor team, the head of Compliance, or the chair of your IC. Perhaps even your CEO, COO or board chair. You know your firm best, and who should be approached.

Contact Them

You know the best way to contact the folks you’ve identified, based on their preferences and your relationship with them. Write an email, ask for a zoom call, or invite them to lunch!

Have Them Contact Ric

Ric is well-known throughout the financial services field – and he’s not a competitive threat because he left Edelman Financial Engines in 2021. His role today is solely that of mentor and educator – helping financial advisors gain more clients, generate more AUM and achieve higher profits – all while helping more Americans achieve financial security. Invite your decision makers to chat with Ric in short, 30-minute phone or zoom call. It’ll be eye-opening for them.

It’s a common tale, sorry to say. Many home-office executives lack knowledge about crypto, and they fear that offering crypto could place their firms at risk. Many have an even greater fear that they might lose their job if the firm encounters problems because they said “yes” to crypto.

We can show your firm why it needs to adopt a crypto strategy

Most firms are doing well, thankyouverymuch. Clients are happy, and the firm is enjoying lots of revenue and profits – and many home-office staff see no reason to risk that. It’s the 3Rs of worry: regulation risk, reputation risk, and revenue risk.

What many fail to realize is that their firms are falling behind with where the market is going, and with what clients are expecting. Smart, forward-looking executives see what’s coming and are working now to prepare themselves and their firms for the future.

That’s where DACFP comes in. We can show your firm why it needs to adopt a crypto strategy, and we can help them create a strategy that fits your firm’s culture – including how to profit and expand your business by hating crypto!

For Legal & Compliance: we can show you how to permit advisors to engage in a manner that is completely compliant.

For the Investment Committee: we can show you how to evaluate investment products for potential inclusion in client portfolios, how to construct allocation models, and determine suitability (for FINRA) and best interests (for SEC) standards.

For Sales & Marketing: we can help you train advisors so they are conforming to firm policy while meeting the needs of clients.

DACFP can also provide your firm with the education and training its personnel need – for home-office staff, advisors, even for your firm’s clients. You can complete our Certificate in Blockchain and Digital Assets program with its 13 CE Credits, or deploy our White Label training set so your firm can attach its own brand for both internal and external use.

We can show your firm why it needs to adopt a crypto strategy

For Legal & Compliance: we can show you how to permit advisors to engage in a manner that is completely compliant.

For Sales & Marketing: we can help you train advisors so they are conforming to firm policy while meeting the needs of clients.

Here’s a suggested script for your call or email:

Thank you for all your hard work and the support you’ve given me in my practice. I really appreciate it!

I’ve been getting a lot of calls and emails from clients, and prospects too, about crypto. I’m starting to get concerned that I’m losing business because I can’t effectively meet their expectations.

When I first heard about bitcoin, I thought it was just a passing fad, and it was easy for me to tell clients to stay away. But now we see it everywhere, and I’m getting so many questions about it. So, I’ve been doing a lot of research into this, and I found out about the Digital Assets Council of Financial Professionals. It was created by Ric Edelman, and I have gone to a few of his webinars. He’s not a financial advisor anymore – he left Edelman Financial last year. He now spends all his time helping firms figure out how to create a crypto strategy. I spoke with him recently, and he said he’s willing to chat with you. May I ask you to talk with him for a quick 30 minutes by phone or zoom? I think Ric can share some ideas that could be really helpful to us. I’d really appreciate it! I’ll ask him to contact you if that’s ok.

Thank you.