DACFP & Franklin Templeton PRESENT

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment

OCTOBER 12, 2022 | 2PM – 3PM ET

The new capabilities enabled by blockchain and digital assets technology – known as Web3 – will lead to a golden era of personalization, with tremendous opportunities for financial advisors. Imagine not just fifteen or twenty asset classes, but fifteen or twenty thousand to choose from! Indeed, within the next decade, everything will be monetized – from houses to salaries to personal data. ETFs will be replaced by NFTs, creating unprecedented opportunities for you to craft truly unique, individualized personal portfolios for each and every client.

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.

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

Sponsored By:

WATCH THE REPLAY

Featured Speakers and Resources

Ric Edelman

Ric Edelman

Founder

DACFP

MEET RIC
Sean Ristau

Sandy Kaul

SVP, Digital Assets and Industry Advisory Services

Franklin Templeton

MEET SANDY

CLICK TO DOWNLOAD

Upcoming Events

The Top 10: What’s Next for Crypto in 2023
FEB. 7, 2023 | 3-4PM ET | VIRTUAL
Will the crypto winter thaw, leading to new all-time highs, or will things get even worse? In this one-hour webinar, Bitwise CIO Matt Hougan and DACFP Founder Ric Edelman will share the top ten trends for crypto that you can expect to see in 2023.
>> REGISTER NOW
DACFP VISION 2023
JUNE, 2023 | AUSTIN, TX
Our hugely popular VISION conference returns in-person in 2023 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.
>> FULL DETAILS
MORE UPCOMING EVENTS

Past Events

Does Tech Still Belong in Client Portfolios?
NOVEMBER 15, 2022 | VIRTUAL
The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack host this informative webinar.
>> WATCH THE REPLAY
The FTX Saga: What it Means for Crypto
NOVEMBER 11, 2022| VIRTUAL
FTX, one of the world’s largest crypto exchanges, collapsed in just 72 hours, wiping out $30 billion in value and causing a cascading decline in the value of all digital assets.In this urgent webinar, DACFP Founder Ric Edelman and Bitwise CIO Matt Hougan explain what happened, what will happen next, and what this means long-term for crypto. They’ll also tell you what to say to clients who express concern – or curiosity – about the news.If you want to stay on top of the latest in crypto, this is a must-see webinar!
>> WATCH THE REPLAY
MORE PAST EVENTS

“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