Attract and Retain AdvisorsInvestorsAUM Employees

With the DACFP
Crypto Video Series + Town Hall

If you want to succeed, your target market must first understand crypto – and here’s how you can deliver it! Outstanding Quality! Excellent Content! Motivates People to Act!

What’s IncludedTargeting
Financial Advisors
Financial Executives
Your Employees
4-Part Video Series; view anytime
3-Part Video Series; view anytime
Understanding blockchain and digital assets
Crypto investment thesis, portfolio construction and investment management
Crypto taxation, financial planning, estate planning, philanthropic planning, and divorce planning
How to explain crypto to clients
Crypto regulation and compliance
How to craft a compliant crypto strategy consistent with your firm’s culture
How to create a crypto sales & marketing strategy that attracts clients and AUM

Everyone gets CE Credit, and you get everyone’s contact info!

You Get All This With

The DACFP Crypto Video Series + Town Hall

  • Guest appearance on our Top 1 % Podcast – The Truth About Your Future with Ric Edelman
  • Unlimited quantities of Ric Edelman’s award-winning, #1 Amazon bestseller, The Truth About Crypto
  • Articles & content for your website and publications
  • Speakers for your conferences, webinars and podcasts
  • Free Booth plus 2 passes to DACFP VISION, June 13-14 in Austin – the longest-running crypto investment conference exclusively for financial professionals and accredited investors
  • Registration Discounts for DACFP VISION for you to give
  • Lunch & Learns for your advisors, staff and/or clients
  • 2 consulting sessions. Your choice of:

    • Strategic consulting with your firm’s executives
    • Investment management strategy with your CIO & team
    • Marketing strategy with your CMO & team
    • Sales training for your FAs
  • White Label or Co-Branded audios, videos, digital and print
  • Your firm listed as a partner on the DACFP website
  • Group Tuition Discount for the Certificate in Blockchain and Digital Assets course

Questions?  Contact Kurt Anders at (313) 434-4172