Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron. He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 11,700 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice.
In this Episode Adam outlines:
1️⃣ RIAs – Appropriate Crypto Allocation Within A Portfolio
2️⃣ Drafting an Investment Thesis – Interaxis Helps FAs with This Education
3️⃣ Trends to be Educated On as a Financial Advisor
4️⃣ Pain Points With Crypto Education
5️⃣ Who’s Opinions Do We Trust On the Value Long Term
6️⃣ Breaking the Perception of “Who Will Be the Winner?”
To follow and connect with Adam Blumberg and Interaxis , reach out to him on LinkedIn or subscribe to their newsletter here – https://lnkd.in/erGZcGSd
Episode Co-Hosted by Ryan Haczynski and Jordan Knecht, MBA of GlobalStake.
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