Money Smart Publishing to Publish the Book “The Financial Advisor’s Digital Asset Practice Guide”
Industry: Books
Money Smart Publishing announced it will publish "The Financial Advisor’s Digital Asset Practice Guide – A Guide to Building a Digital Asset Practice" by Andy LaPointe
Elk Rapids, MI (PRUnderground) September 30th, 2021
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If you’re a financial advisor looking to build-out a digital asset practice, you can’t afford to miss this book.
Bitcoin and cryptocurrencies are fast becoming an area of interest for retail and institutional clients. Is your practice ready? Do you have a system in place to build-out a digital asset offering in your practice? If you are a financial advisor this step-by-step guide is for you and your practice.
This one-of-a-kind is available on Amazon at The Financial Advisor’s Digital Asset Practice Guide – A Step-by-Step Guide to Building a Digital Asset Practice
The Financial Advisor’s Digital Asset Practice Guide provides a step-by-step guide you can use to build-out a digital asset practice. This is a one-stop solution to help you grow your digital asset practice. Here is what you will learn:
- The top five reasons you need to talk with clients and prospects about cryptocurrencies
- Learn why digital assets could be to the key to retaining assets under management
- How to create and implement a digital asset business plan
- How to start the conversation about digital assets with clients and prospects
- How to get the word out about your digital asset practice with a step-by-step digital asset marketing plan
- How to deal with cryptocurrencies objections
- And much more…
According to Andy LaPointe, author of The Financial Advisor’s Digital Asset Practice Guide, “Several months ago, I was struck by the realization there was no practical, step-by-step guide financial advisors could use to begin to offer 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. During the next 15 years I earned my Registered Investment Advisor designation and worked as a mutual fund/separate account/annuity wholesaler. During my corporate career, I trained certified public accounts, registered investment advisors, stockbrokers and family office advisors on asset allocation and investment strategies. Writing this book bridges the gap for many financial advisors when it comes to building-out a digital asset practice.”
His book is available on Amazon at The Financial Advisor’s Digital Asset Practice Guide – A Step-by-Step Guide to Building a Digital Asset Practice
About Mr. LaPointe:
His background includes 15 years in the corporate world as registered investment advisor, stockbroker and mutual fund/separate account wholesaler. He has appeared on numerous television and radio broadcasts talking about real estate and money management. My articles have appeared in numerous publications. He is the author of 24+ books on personal finance, sales training and digital assets.
