Highlights
The Power of Community
"If you want to go fast, go alone. If you want to go far, go together" is a familiar African proverb that points to the value of community.
And it couldn't be more true of the PlannerDAO community and the digital asset space. As the sector continues to expand outward in all directions advisors are presented with two choices. Boldly go on your own, which is often the M.O. for "independent" RIAs, or team up and go much farther.
A distinguishing feature of the PlannerDAO is the rare combination of an open collaborative spirit that permeates the community in addition to the high caliber of its members. We are fortunate to have exceptional professionals willing to work together. Don't believe me? Investopedia recently released its Top 100 Advisors list and there were several PlannerDAO Members featured:
Marguerita Cheng
Brittney Castro
Justin Castelli
Treyton DeVore
Thomas Kopelman
Julian Schubach
Jake Northrup
Travis Gatzemeier
That's a pretty talented group. Congrats to all those acknowledged and to all the gifted professionals in the community. You are in the right place to go far with this group.
Conversations to Check Out
Self-Directed IRAs
Just had a prospect call. Prospect is 56, wants to retire at 60, has $1M retirement portfolio, $50K in crypto and would like to invest another $50K to $100K out of his IRA in crypto. So he called me about self-directed IRAs…
Join the conversation in the DAO
CDAA Interview Series
🥂 We're Celebrating!🍾 🎞️ 10 Member Spotlight Interviews have been recorded featuring our CDAA Alumni
Who's NEXT?! Don't miss out! Make sure you are following PlannerDAO on all your favorite social channels!
Join the conversation in the DAO
On the Calendar
Upcoming Hangouts:
DAO Monthly Happy Hour:
Thursday, July 21 4:30pm Pacific / 7:30pm Eastern
Working Group Meeting Schedule:
Education - Every Thursday, 8:00am Pacific / 11:00am Eastern
Brand & Media - Bi-weekly, Thursday, 12:00pm Pacific / 3:00pm Eastern
Community Experience - Monthly, on the first Wednesday, 1:30pm Pacific / 4:30pm Eastern
Operations - Bi-weekly, Thursday, 9:00am Pacific / 12:00pm Eastern
Compliance - Monthly, TBA, 1:00pm Pacific / 4:00pm Eastern
Not in a Working Group? Request to join here