Benefit from unbiased expert consulting
Love it or loathe it, crypto is now a legitimate asset class that can’t be ignored when helping your clients achieve their wealth creation goals. However, knowing how to engage with it in a way that safeguards their investments can be challenging.
We come from traditional finance, not the crypto world. We understand the due diligence and guard rails required to responsibly manage your clients.
Crypto is a legitimate asset class, but the knowledge gap remains.
If you’re concerned that your practice isn’t positioned to benefit from the rapidly growing retail demand for crypto, the best step you can take is to learn more about it. Get in touch to find out about our tailored crypto workshops for Australian financial advisory practices:
Workshop #1:
Staff education
This one hour workshop is designed to teach your staff about crypto as an asset class. We explore:
- Crypto definition and key concepts
- Retail adoption, attitudes, behaviour and trends
- The investment value narratives within this asset class
- The risks involved when investing
- Current key price drivers.
Workshop #2:
Client education
This one hour workshop is designed to be co-hosted by you to educate your clients about crypto as an asset class. With a focus on education, not sales, we seek to help them answer two key questions:
- Is crypto investing right for them?
- What is the best way for them to invest?
Workshop #3:
Practice crypto strategy
This interactive one hour workshop is designed for the decision makers in your practice. We seek to give you enough information to decide whether you want to undertake a structured decision making process to create your practice crypto strategy. Topics covered:
- Retail adoption, attitudes, behaviour and trends
- Challenges and opportunities for practices
- Key considerations when making a decision.
Our solutions are designed for progressive practices who:
- Want to understand the asset class
- Want to make an informed decision whether an early mover advantage exists for them
- Are prepared to act, rather than wait for those around them to act.