Money Smart Publishing to Publish “The Financial Advisor’s Digital Asset Practice Guide”

If you’re a financial advisor looking to grow a digital asset practice, you can’t afford to miss this book.

Bitcoin and cryptocurrencies are quickly becoming an area of ​​interest for retail and institutional clients. Is your practice ready? Do you have a system in place to create a digital asset offering in your practice? If you’re a financial advisor, this step-by-step guide is for you and your practice.

This one-of-a-kind document is available on Amazon in the Financial Advisor’s Digital Asset Practice Guide – A Step-by-Step Guide to Creating a Digital Asset Practice.

The Financial Advisor’s Digital Asset Practice Guide provides a step-by-step guide that you can use to develop a digital asset practice. This is a one-stop solution to help you grow your digital asset practice. Here is what you will learn:

  • Top five reasons why you should talk to your customers and prospects about cryptocurrencies
  • Find out why digital assets could be the key to custody of assets under management
  • How to Create and Implement a Business Plan for Digital Assets
  • How to start the conversation about digital assets with customers and prospects
  • How to Market Your Digital Asset Practice with a Step-by-Step Digital Asset Marketing Plan
  • How to deal with cryptocurrency objections
  • And much more…

According to Andy LaPointe, author of Financial Advisor’s Digital Asset Practice Guide, “Several months ago, I was struck by the realization that there was no practical, step-by-step guide that financial advisors could use to start offering cryptocurrencies in their practices. “

Mr. LaPointe continued, “You see, I started my career as a Series 7 stockbroker with First of Michigan Investments in Traverse City, Michigan. Over the next 15 years, I obtained my Registered Investment Advisor designation and worked as a Mutual Fund / Segregated Account / Annuity Wholesaler. During my corporate career, I have trained chartered public accounts, licensed investment advisers, stock brokers and family office advisors on asset allocation and investment strategies. Writing this book bridges the gap for many financial advisors when it comes to developing a digital asset practice.

His book is available on Amazon in The Financial Advisor’s Digital Asset Practice Guide – A Step-by-Step Guide to Creating a Digital Asset Practice.

About Mr. LaPointe:

His experience includes 15 years in the corporate world as a registered investment advisor, stockbroker and wholesaler of mutual funds / segregated accounts. He has appeared on numerous television and radio shows on real estate and money management. My articles have appeared in many publications. He is the author of over 24 books on personal finance, sales training, and digital assets.


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