In this episode of the podcast “On Purpose” you discuss and analyze together with host Tyrone Ross and guests Adam Pokornicky from DAiM Bitcoin Wealth Management and Adam Blumberg, co-founder of Interaxis, the unique advantages and challenges for consultants and their clients who come to Search are to include cryptocurrencies in their investment strategies.
A word from Tyrone:
“… In this episode, I’m going to speak to ‘the Adams’ who are part of the FA Council with me at CoinDesk, and we’re going to discuss BTC in retirement accounts, IRAs, and the whole thing. Everything about what financial advisors don’t understand and need to know if this is really a profitable asset that will be part of the client portfolio.
I think you will find the conversation engaging and fruitful. Listen, share, like, subscribe if you find it valuable. I’ll see you all at the next, until then … live ‘On Purpose!’
I appreciate you.” – Tyrone Ross
See also: How registered investment advisor ‘Downtown’ Josh Brown talks to clients about Bitcoin
Consultants learn for free
The goal of Bitcoin for Advisers is to equip investment advisors with tools to better understand Bitcoin, talk to their clients about Bitcoin, and integrate Bitcoin into their business. We work closely with professional advisors to develop a program that is timely, valuable, and actionable for the financial advisory community, and presented in a manner that is aligned and relevant to their interests.
In a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for Bitcoin, why recent demographics are turning to this asset and how it fits into the current global macroeconomic picture. We’ll also go through the practicalities: how to answer customer questions about Bitcoin, how to talk to your compliance department about Bitcoin, and how Bitcoin can help your book grow. Consultants will leave this virtual event with an understanding of how Bitcoin fits into the world and their business.