Introducing the Crypto Playbook for Advisors

Crypto for Planners

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Introducing the Crypto Playbook for Advisors

Sean Waters of the Brand & Media Working Group unveils a new tool for advisors to onboard into the digital asset space.

Sep 27, 2022

Show notes:

CDAA Resources Library: https://www.plannerdao.io/courses/8679794/content

Sean Waters, HeightZero
Twitter: @SeanWatersHZ
LinkedIn: https://www.linkedin.com/in/sean-waters-cdaa%E2%84%A2-3466024/
Website: https://heightzero.co/

PlannerDAO
Join the PlannerDAO: https://www.plannerdao.io/sign_up
Learn more about PlannerDAO here: https://lnkd.in/efa4F8E
Learn about the CDAA designation here: https://lnkd.in/eMbcCeh

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Crypto for Planners

Crypto is impacting every aspect of your financial planning practice, and you need to be prepared. We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.

Join the community here: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual

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