In the DAO
Highlights
Our commitment to growing CDAAs
We have a bit of a chicken and egg problem here. We want to show the value and importance of proving your crypto expertise. However, we need more CDAAs in the world to prove the value.
We're making an effort to find more education partners this year, and those education partners exist all over the world. By the end of 2023, we'll show an exponential increase in the number of CDAAs. You might want to be a member "before its cool."
The education partners we've already signed are in Europe, the Middle East (MENA), Turkey, in addition to ongoing discussions in Brazil and Canada, and the US education partners.
We'll likely also have CDAA course distribution via major financial names in 2023.
We're also focused on making more resources available to CDA/PlannerDAO members.
This will include webinars and calls with topical experts, official reports and resources - such as our Financial Advisor DeFi Toolkit, and our SMA Manager Due Diligence Checklist - and educational content. Our resources are aimed at financial professionals offering crypto services and guidance to clients, so we will steer clear of most of the same information and analysis you see in other media.
Crypto Leaders are Watching
We have showed our determination already to actually adopting the systems we teach. We created the CDAA challenge process as well as the utilization of POAPs, streaming payments, and NFT for certificates.
We did all this because it made sense, not for the hype.
We will continue to use and experiment with DeFi and Web3 platforms for our organization. These will include:
Token-gates calls and webinars
Token-gated membership areas
Our own pools for insurance, lending, and swapping
Newsletter distribution
Member communications
Social media
Being a part of PlannerDAO allows you to also use and test these systems, and test your own knowledge of the technology. Our adherence to DeFi and Web3 has endeared us to the Web3 and crypto builders who are building the new technology and system. They have the desire and time to show off their platforms to us.
Benefits and the Future
As we grow our membership, we will also have the ability to negotiate discounts for platforms, data, and research, software, etc. Of course most of these discounts will be accessible using your wallet with your CDAA NFT.
The goal for 2023 is to increase the size of PlannerDAO, expand the geographic regions, and move to all financial professionals. We also plan to launch Masters level courses and certifications on top of the CDAA Certification, including:
Advanced DeFi
Treasury management
Credit & Risk Management
Real World Assets
Valuation and Advanced Analytics
The growth in PlannerDAO members will allow us to more organically provide direction and importance to the DAO. If any members have ideas for new groups or sub-DAOs, you are welcome to suggest and request.
We certainly have more plans for PlannerDAO beyond 2023, but for now need to focus on growth. These are the early building days, and I hope I've given you enough reasons to join us, or to stick around.
We're building the protocol for professional membership, and thrilled you're joining our growth.
Crossroads 2023
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
Tax Advice
It's that time of year! Your clients are going to start asking YOU for tax advice on their crypto holdings. So you best prepare yourself to answer that question "But, is it taxable?!"
Join the conversation in the DAO
Messari
Messari is out with its Crypto Thesis for 2023. I plan to read this between now and the New Year. Perhaps we can start a conversation about things we like, disagree with, and how it impacts the PlannerDAO and the CDAA.
Join the conversation in the DA
Member Spotlight: Crypto Conversations
Check out the conversations PlannerDAO members are having with their clients about crypto.
Jim Carlson is a Financial Planner at Carlson Planning Company.
Crypto Conversations with Jim:
Do you actively manage crypto for your clients?
“No (not until there is clarity on if they are securities).”
Have clients brought up crypto to you recently? What are their concerns?
“Yes, many think it's all fraud. They worry about financial scams.”
What was your most recent client conversation around crypto?
“I draw parallels to the dot com bubble. While there was a mania in the tech space over that bubble, there was rampant misallocation of capital.
The underlying technology of the internet has changed the world significantly since the dot com bubble; however, people only remember Pets.com as the gravestone on this bubble.
The internet lived on. What came from the dot com era has revolutionized how humans interact with each other and information. Blockchain is in the process of a similar transition for humans and consumers of the internet.
FTX & FTT's are the Pets.com of this market cycle.”
Have you pitched crypto recently to a client and how did that go?
“No (waiting on regulator clarity)”
What tools are you using and have you tried any new software lately?
“Onramp (unsuccessfully, it won't populate clients externally held Gemini accounts)”