Are You Looking to
Attract and Retain:

  • Advisors
  • Clients, Investors & AUM
  • Employees

Achieve Success with

The DACFP Crypto Video Series + Town Hall

High-quality video content at no cost – for you to use and share as you like!

To get your business to grow, your target audience must first understand crypto – and that’s what the DACFP Video Series+ Town Hall package delivers for you.

Give your target audience the knowledge they need about blockchain technology and digital assets, so you can achieve your goals!

Here’s everything you’ll receive:

Targeting
Financial Advisors
RIAs, Brokers, Captive
& Independent FAs

4-Part Video Series
Pre-recorded; 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

Town Hall
Live, audience-engaging
Q&A that serves as a great
Call to Action!

Targeting
Financial Executives
RIAs, Indie B/Ds, Wirehouses, Institutional Investors

4-Part Video Series
Pre-recorded; view anytime

  • Understanding blockchain and digital assets
  • 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

Town Hall
Live, audience-engaging
Q&A that serves as a great
Call to Action!

Targeting
Investors
The DIY Market is huge
and growing

3-Part Video Series
Pre-recorded; 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

Town Hall
Live, audience-engaging
Q&A that serves as a great
Call to Action!

Targeting
Your Employees
Give them the training they need to be successful

4-Part Video Series
Pre-recorded; view anytime

  • Understanding blockchain and digital assets
  • Crypto regulation and compliance
  • How to craft a compliant crypto strategy consistent with your firm’s culture
  • How to create a crypto sales and marketing strategy that attracts clients and AUM

Town Hall
Live, audience-engaging
Q&A that serves as a great
Call to Action!

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