Sandy Kaul, Head of Digital Asset and Industry Advisory Services at Franklin Templeton, and Suleman Din, Advisor Intelligence Lead at AdvisorEngine, explain what advisors need to know about bitcoin before engaging in client conversations.
WEBCAST – Bitcoin 101: Everything You Need To Know But Were Afraid To Ask
Bitcoin recently reached all-time highs, and clients are clamoring to know more. Are you avoiding the topic because you just don’t know where to begin? Join a candid conversation with Sandy Kaul, Franklin Templeton’s Head of Digital Asset and Industry Advisory Services and AdvisorEngine Action! Magazine’s Suleman Din, as they discuss the phenomenon of the crypto ecosystem and why advisors who have been on the fence may want to pay attention.
Among the topics they’ll cover:
- How bitcoin actually works – and why it’s important to understand
- How bitcoin has evolved over time, including most recently with the ability to gain exposure using an ETF
- How to talk to your clients about bitcoin, including:
- What role can it can play in a portfolio
- How to think about “the right time” to get exposure
Accepted for 1 CFP® / IWI / CFA CE Credit