Silent Killer: The Biggest Threat to Financial Advisors and How You Can Protect Your Practice

JANUARY 5, 2022

2021 will be remembered as the year digital assets went mainstream. Failure to acknowledge this will cause advisors to lose credibility, clients and AUM. Don’t let that happen to you! In this captivating 1-hour webinar, you will:

  • Explore “The Advisor Dilemma” caused by crypto innovation
  • Understand the seismic impact of gamification and the threat to every financial advisor
  • See how digital assets can help you defend against these hidden threats
  • Learn how to use the Rubicon Crypto Approach of common sense and “rational exuberance”

1 CFP CE credit was be available
1 CFA PL credit was be available
Investments & Wealth Institute® accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman


Digital Assets Council of Financial Professionals

Greg Johnson

Greg Johnson


Rubicon Crypto


Upcoming Events

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment
OCTOBER 12, 2022 | 2PM – 3PM | VIRTUAL
Come learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.
2022: The Greatest Advisor Opportunity in 14 Years – if You Act Now
OCTOBER 20, 2022 | 1PM – 2PM | VIRTUAL
Sure, 2022 has been a challenging year. Both stocks and bonds are down – which hasn’t happened since the Credit Crisis of 2008. That makes 2022 the best opportunity in 14 years for you to show your clients that you offer outstanding value. Join Ric Edelman for a special webinar with Michael Lane of BlackRock. They will show you how you can help your clients reduce their tax liabilities and increase client loyalty. This is a must-attend webinar! Join us on Oct 20 at 1pm!
Investing in the Global Crypto Industry Via “Picks and Shovels”
NOVEMBER 7, 2022 | 2PM – 3PM | VIRTUAL
Since bitcoin’s invention in 2009, the investable universe of cryptoassets has rapidly expanded. Today, the investment opportunity is bigger and broader than ever – as are the complexities of choosing how best to allocate to crypto.

Past Events

Ethereum: Why The “Merge” is So Important
Join us for this special one-hour webcast, where Ric Edelman and Bitwise CIO Matt Hougan will reveal what the “Merge” means for Ethereum and holders of ETH – and how you can answer your clients’ questions about crypto’s second-largest asset.
Bitcoin Mining Virtual Event
JULY 20, 2022 | VIRTUAL
Hear from leading bitcoin miners and learn what mining is, how it works and the investment opportunities for you and your clients. We will explore the biggest misconceptions about mining – including energy waste and geopolitical risk – and discover the potential for renewable and fully sustainable mining operations.

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines