Any advisor can give a client a crypto ETF. But if you really want to add value for your clients, you need to go beyond those products.
In this revealing session, Ric Edelman talks with Abra CEO Bill Barhydt and Fireblocks Financial Services CEO Adam Levine, showing you how you can offer your clients a greater diversification within the asset class – including income and lending products and strategies not available via ETFs. Your client can enjoy more diversification, higher potential for appreciation and yields ranging from 3% to 12%.
You’ll also discover how clients can buy bitcoin and simultaneously borrow against it, using the proceeds for other purposes – from home improvements to college funding. Come see how to provide more value to your clients – which can lead to more referrals and more AUM – and how to do all this in a fully compliant manner. It’s an eye-opening session that can help both your clients and your practice.
For the live webinar only:
1 CFP CE credit/1 CFA Institute PL 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.
Adam Levine
CEO, Fireblocks Financial Services
Adam Levine is CEO of Fireblocks Financial Services, the dedicated division housing Fireblocks’ regulated, licensed-services businesses including Fireblocks Trust Company, a NY-chartered qualified custodian purpose-built for institutional digital assets.
About the Sponsor
Resources
(click to download)
Upcoming Events
JUNE 7-9, 2027