How DACFP can partner with you on your firm’s journey into crypto
Yes, it’s a common tale. 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, thank you very much. 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 – especially since the SEC approved 11 spot bitcoin ETFs in January 2024.
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.
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 – for home-office staff, advisors, even for your firm’s clients. You can complete our Certified in Blockchain and Digital Assets (CBDA) designation with up to 18 CE Credits, or deploy our White Label training set so your firm can attach its own brand for both internal and external use. Lastly, Ric’s daily podcast The Truth About Your Future is a great educational resource for advisors, attracting thousands of advisors and financial professionals on a weekly basis.