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Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment
The new capabilities enabled by blockchain and digital assets technology – known as Web3 – will lead to a golden era of personalization, with tremendous opportunities for financial advisors. Imagine not just fifteen or twenty asset classes, but fifteen or twenty thousand to choose from!

Indeed, within the next decade, everything will be monetized – from houses to salaries to personal data. ETFs will be replaced by NFTs, creating unprecedented opportunities for you to craft truly unique, individualized personal portfolios for each and every client.

Join DACFP founder Ric Edelman and Franklin Templeton's Sandy Kaul to learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.

1 CFP CE credit
1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Oct 12, 2022 02:00 PM in Eastern Time (US and Canada)

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TERMS OF USE 

The Digital Assets Council of Financial Professionals reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

The Information provided on this webinar is solely for informational purposes and may not be used or relied on for any purpose (including, without limitation, as legal, tax or investment advice).

Any information provided on this webinar is not an offer to buy or sell, nor is it a solicitation of an offer to buy or sell, interests in any fund or any advisory services or any other services.

EXCLUSIVELY FOR INVESTMENT PROFESSIONALS & ACCREDITED INVESTORS

Webinar attendance is exclusively for investment professionals and accredited investors. The Digital Assets Council of Financial Professionals reserves the right to accept or refuse registration for those not meeting webinar qualifications.

Speakers

Ric Edelman
Founder @Digital Assets Council of Financial Professionals
Sandy Kaul
SVP, Digital Assets and Industry Advisory Services @Franklin Templeton