DACFP & RUBICON CRYPTO PRESENT
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
Featured Speakers
“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