In the DAO
Highlights
In 1904 the world gathered in St. Louis to celebrate the 100th anniversary of the Louisiana Purchase and used that centennial milestone to host the World’s Fair. Before television or magazines, this gathering was a cultural celebration of humanity and the best way to see progress taking root in different industries.
The St Louis Worlds Fair was no different. A celebration of the past and an exhibition of new technologies like X-rays, electrical plugs and outlets, and a primitive fax machine. There were mainstream trends that took root in society - things like waffle cones, Dr. Pepper, and hamburgers. It was a place to see the world and catch a glimpse of the future shaped by innovation.
PlannerDAO is taking its turn to step onto the St. Louis stage, celebrate past successes, and educate financial professionals about the digital asset evolution underway. More than just a speculative new asset class, we invite you to learn how this new technology is building the digital infrastructure for the next generation.
Plan to meet us in St. Louis.
Crossroads Registration is now open. Of course, our tickets are not like other conferences - we build on the technology we believe in! Our tickets are NFT tickets via the Unlock protocol. You can purchase with crypto or a credit card.
Some important details:
Dates: April 24th - 26th, with a Welcome Reception Sunday evening and two full days of speakers and content
Location: Chase Park Plaza Hotel, St. Louis, MO
Tickets: On Sale for $175 for the first 100 attendees - get them while you can!
Conversations to Check Out
CDAA Recertification
After the fireside chat last week, and a few social media posts, I wanted to post in here to discuss one part of the year(s) ahead.
When we started the CDAA designation, the only requirement to be a CDAA was to take our course. That was followed shortly thereafter by a requirement to pass an exam, and then we added an annual membership fee - paid in crypto, of course.
Our goal is to create an international, verifiable, decentralized designation, and to fulfill our innovation ethos…
Join the conversation in the DAO
Discussion: Incorporating Crypto into Advisory Practice
Great to see you present today, Matthew Kolesky and Marc Nichols! Great message…
Join the conversation in the DA
Member Spotlight: Crypto Conversations
Check out the conversations PlannerDAO members are having with their clients about crypto.
Paul Farella is the Managing Director at Willow Investments in Pittsfield, Massachusetts.
Crypto Conversations with Paul:
Do you actively manage crypto for your clients?
“Yes, but we are moving away from a discretionary relationship for our services and instead going to provide ongoing advice in a non-discretionary capacity.”
Have clients brought up crypto to you recently? What are their concerns?
“Yes: safety, security, contagion risk, regulation, and outlook on the future.”
What was your most recent client conversation around crypto?
“Most recent conversation with a client was about SBF and them asking he was a scam artist or truly naïve.”
Have you pitched crypto recently to a client and how did that go?
“Mixed due to msm's terrible job of explaining the current landscape. Questions around viability, if it's all a scam, if it actually has value etc.”
What tools are you using and have you tried any new software lately?
“BITRIA Gemini, demo'd DeFi Steward, enjoying Zerion”