Are You Looking to
Attract and Retain:
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!