A client asks about the FTX exchange meltdown, and asks how this will effect their non-crypto portfolio. A prospect with crypto in their portfolio seeks advice as to whether or not to divest in light of bad news. Clients come with their own unique goals, and in various stages of their investment life. Come hear this panel give their views regarding how to speak about cryptocurrency in an insightful way, yet meet all regulatory requirements.
Takeaways:
- Help clients understand the risks of investing in cryptocurrencies in the context of their investment portfolio
- Learn how experienced crypto advisors have hard client conversations about crypto in a trying environment
- Inform clients as to current market regulations, and possible government actions
