Crypto can feel overwhelming—even for experienced advisors. With thousands of digital assets in the market, one key question stands out: “Which ones should matter for my clients?”
Join Ric Edelman and Grayscale’s Head of Research, Zach Pandl, for a focused, practical walkthrough of the “Crypto Starter Pack” — the core digital assets every financial advisor should understand.
In this one-hour session, we’ll break down the four largest and most influential crypto assets — Bitcoin, Ethereum, Solana, and Chainlink — covering:
- What each asset is and the problem it aims to solve
- How the networks function and differ from one another
- How value accrues to each asset
- Why they matter in client portfolios today
You’ll leave with a clear framework for discussing digital assets with confidence — whether your clients are crypto-curious, skeptical, or already invested. In just 60 minutes, you’ll gain the clarity and conviction needed to elevate client conversations, strengthen your expertise, and position your practice at the forefront of a rapidly evolving asset class.
For the live webinar only:
1 CFP/IWI/CFA CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
About the Speakers
Ric Edelman, CBDA
Founder, DACFP
Ric is the Founder of Digital Assets Council of Financial Professionals, and Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.
Zach Pandl
Head of Research, Grayscale Investments
Zach Pandl is the Head of Research at Grayscale Investments. Prior to joining Grayscale Zach worked as a macroeconomist and markets strategist at a variety of Wall Street firms, including Goldman Sachs, Nomura Securities, and Lehman Brothers. Zach holds a bachelor’s degree in international economics from the University of St. Thomas and a master’s degree in economics from New York University.
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Upcoming Events
JUNE 7-9, 2027