webinar register page

Webinar banner
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)

Webinar logo
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Maribeth Bluyus.