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 Included | Targeting Financial Advisors | Targeting Financial Executives | Targeting Investors | Targeting 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 | ✔ | ✔ |