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LIVE Call With Q&A: Talking Crypto to Your Clients - A Guide for Financial Advisors!
May 30, 2024 01:00 PM Eastern Time
Learn to Talk to Your Clients About Crypto
Step Into the Future of Finance with Our Crypto Investing Workshop for Financial Advisors ONLY.
Build Stronger Client Relationships and Boost AUM
Stay ahead of the trends to strengthen your relationships with your clients by attending this workshop.
3 Problems Financial Advisors Face
Stay ahead of the trends to strengthen your relationships with your clients by attending this workshop.
Problem #1: Lack of Experience and Training
Addressing Financial Advisors' Need for Crypto Investing Education
Many financial advisors struggle with a lack of knowledge and training when it comes to cryptocurrency investing. This problem impacts their ability to:
- Advise Clients Confidently: Without a solid grasp of crypto concepts, advisors may hesitate to recommend or discuss digital assets with their clients.
- Stay Updated on Trends: The fast-evolving nature of the crypto market makes it challenging to keep up with new developments and trends.
- Answer Client Questions: Advisors may find themselves unable to address client concerns or explain complex crypto topics effectively.
This workshop will help bridge the knowledge gap, empowering advisors to provide informed advice on crypto investments.
Problem #2: Managing Volatility and Risk
Helping Financial Advisors Manage the Unpredictable Nature of Cryptocurrency
Managing the high volatility and risk associated with cryptocurrencies can be daunting for financial advisors. Key challenges include:
- Balancing Risk and Reward: The unpredictable nature of crypto makes it difficult for advisors to determine appropriate investment levels for their clients.
- Client Expectations: Clients may have unrealistic expectations about potential gains, and advisors need to manage these expectations carefully.
- Portfolio Diversification: Integrating volatile assets into a diversified portfolio requires careful planning to avoid undue risk exposure.
This workshop will help bridge the knowledge gap, empowering advisors to provide informed advice on crypto investments.
Problem #3: Incorporating Crypto into Portfolios
Addressing the Challenges of Balancing Crypto with Traditional Investments
Integrating cryptocurrency into a balanced investment portfolio presents unique challenges for financial advisors. Common issues include:
- Strategic Allocation: Determining the right level of crypto exposure within a diversified portfolio can be tricky, especially given its volatility.
- Aligning with Client Goals: Advisors need to ensure that crypto investments align with their clients’ financial goals and risk tolerance.
- Portfolio Balance: Maintaining an appropriate balance between traditional investments and digital assets requires a nuanced approach.
This workshop will cover effective strategies for integrating crypto into diversified portfolios, helping advisors provide well-rounded financial advice to their clients.
About the Workshop
Stay ahead of the trends and strengthen relationships with clients by attending this workshop.
Comprehensive Crypto Education
Boost Your Expertise with In-Depth Crypto Training
With comprehensive crypto education, you'll bridge the knowledge gap, stay informed about the evolving crypto landscape, and confidently advise your clients on digital assets. This training will cover the basics of cryptocurrency, blockchain technology, and current market trends, helping you:
- Gain Confidence: Understand crypto concepts thoroughly.
- Stay Informed: Keep up with fast-changing developments.
- Advise Clients Effectively: Provide clear answers and insights to your clients.
Conquer Crypto Volatility
Learn to Balance Risk and Reward in Crypto Investing
Managing the volatility and risks associated with cryptocurrency can be challenging. Our workshop will provide you with the tools and techniques needed to balance risk and reward in your clients' portfolios, helping you:
- Set Realistic Expectations: Guide clients on the potential gains and risks.
- Mitigate Risks: Develop strategies to protect client investments.
- Align with Goals: Ensure investments align with client objectives.
Integrate Crypto into Portfolios
Strategically Balance Crypto and Traditional Investments
Strategically incorporating cryptocurrency into a balanced portfolio is crucial. This workshop will provide guidance on asset allocation, portfolio balance, and aligning crypto investments with client goals, enabling you to:
- Optimize Portfolios: Find the right mix of assets for diversification.
- Align with Client Goals: Match investments to your clients’ financial objectives.
- Balance Investments: Maintain appropriate exposure to both traditional and digital assets.
Why Should You Attend?
Sharpen Your Crypto Knowledge
Gain the expertise needed to confidently advise clients on crypto investments.
Manage Crypto Risks Effectively
Learn strategies to balance the volatility and risks of cryptocurrency.
Enhance Client Relationships
Improve communication and trust by addressing client concerns about crypto.
Diversify Client Portfolios
Discover how to integrate crypto into balanced investment strategies.
Stay Competitive and Informed
Keep up-to-date with evolving financial trends and stay ahead of the market.
Boost Your AUM
Leverage crypto insights to attract and retain clients, growing your assets under management.
Game-Changing Ideas from the Workshop
What topics will the workshop cover regarding cryptocurrency and client portfolios?
Explore Key Topics on Cryptocurrency and Client Portfolios
The workshop is designed to provide comprehensive coverage on integrating cryptocurrency into client portfolios, focusing on:
- Understanding Crypto Basics: Get a solid foundation in cryptocurrency and blockchain technology.
- Client Motivation and Interests: Learn what drives clients to consider crypto and how to align it with their investment goals.
- Risk Management: Strategies to handle the volatility and risks associated with crypto investments.
- Portfolio Diversification: Insights on how crypto can fit into and enhance a diversified investment strategy.
- Effective Communication: Tips on how to discuss crypto investments clearly and effectively with clients.
- Regulatory Considerations: An overview of current regulations affecting crypto investments to ensure compliance and informed advising.
This comprehensive approach will arm you with the necessary knowledge and skills to advise your clients confidently about cryptocurrency.
How will this webinar help me improve my conversations with clients about crypto investments?
Enhance Client Conversations About Crypto Investments
This webinar will help you enhance your conversations with clients about crypto investments by:
- Providing Key Talking Points: Learn how to discuss crypto effectively and answer client questions confidently.
- Increasing Your Knowledge: Gain a deeper understanding of crypto investments, enabling you to communicate complex topics simply.
- Building Trust: Show clients that you understand their interests, building trust through informed discussions.
- Addressing Concerns: Understand common client concerns about crypto and learn how to address them professionally.
- Creating Opportunities: Use effective communication to identify and leverage new investment opportunities with clients.
What are the benefits of incorporating cryptocurrency into my clients' portfolios?
Understand the Benefits of Adding Crypto to Portfolios
Incorporating cryptocurrency into your clients' portfolios can provide several advantages:
- Diversification: Crypto offers uncorrelated returns, which can improve overall portfolio diversification.
- Growth Potential: The crypto market has shown significant growth potential, providing opportunities for portfolio appreciation.
- Inflation Hedge: Certain cryptocurrencies, like Bitcoin, are considered by some to be potential hedges against inflation.
- Technological Innovation: Investing in crypto allows clients to participate in cutting-edge technology and innovation.
- Client Interest: Many clients are interested in crypto, and incorporating it can enhance client satisfaction.
How will attending this webinar help me grow my assets under management (AUM)?
Boost Your AUM with Crypto Knowledge
Attending this webinar can help you grow your AUM by:
- Aligning with Client Interests: Understand client motivations for investing in crypto and align your advice with their interests.
- Improving Client Retention: Build stronger relationships with clients by addressing their crypto concerns and interests, enhancing client satisfaction and loyalty.
- Attracting New Clients: Position yourself as a knowledgeable advisor in emerging financial trends, attracting new clients who want to invest in crypto.
- Identifying Growth Opportunities: Learn where the growth is in today's portfolios, helping you guide clients to investments with strong potential.
- Offering Comprehensive Advice: Provide holistic financial advice that includes crypto, appealing to clients who want a one-stop solution for all their investment needs.
Is this webinar suitable for advisors with limited knowledge of cryptocurrency?
Perfect for All Knowledge Levels
Yes, this webinar is suitable for advisors with limited knowledge of cryptocurrency. Here's why:
- Beginner-Friendly: The webinar covers crypto basics, making it accessible for those just starting out.
- Progressive Learning: Topics are structured to build on each other, gradually increasing in complexity.
- Comprehensive Coverage: The workshop covers a wide range of topics, providing a solid foundation in crypto investing.
- Practical Focus: The webinar emphasizes practical knowledge and skills, helping you apply what you learn with clients.
- Expert Guidance: The webinar is led by industry experts, providing clear explanations and support for all knowledge levels.
A Personal Invitation from Joshua Peck
Chief Investment Officer at a leading digital asset fund and bestselling author of "Cryptocurrency Risk Management."
Dear Advisor,
I’m Joshua Peck, the Chief Investment Officer of TrueCode Capital, and I’m excited to invite you to a special workshop designed specifically for financial advisors like you.
I understand the challenges you face when it comes to discussing and managing cryptocurrency investments with your clients. The world of crypto is rapidly evolving, and it's crucial to stay ahead of the curve. That's why I've crafted this exclusive workshop, "Talking Crypto to Your Clients."
Why You Should Attend
- Gain Confidence – Learn how to confidently engage your clients in conversations about cryptocurrency, positioning yourself as their trusted advisor.
- Stay Ahead of Trends – Discover the latest developments in crypto and how to leverage them to your advantage, keeping you ahead of the competition.
- Boost Your AUM – Learn how to align with your clients' interests in crypto and grow your assets under management by leveraging emerging technologies.
What You'll Learn
- How to Talk to Your Clients About Crypto - Develop the skills to address your clients' curiosity and concerns effectively.
- Taking a Portfolio Perspective - Learn how to focus on strategic investments rather than chasing hot tips.
- Crypto Business Continuity Planning - Ensure your clients' investments are protected during unforeseen events.
- Estate Planning for Crypto Portfolios - Understand the unique considerations when planning for digital assets.
- Where is Growth Coming From in Today's Portfolios - Discover current trends and growth opportunities in the crypto market.
- How to Be a Responsible Steward of Crypto Wealth - Learn how to manage and guide crypto investments responsibly.
Join Me for an Exclusive Opportunity
I designed this workshop to be a game-changer for financial advisors. By attending, you'll be better equipped to serve your clients, grow your business, and stay competitive in the evolving financial landscape.
Seats are limited, so don't miss out on this opportunity to enhance your expertise and take your practice to the next level.
Looking forward to seeing you there!
Warm regards,
Joshua Peck
Chief Investment Officer
TrueCode Capital
Hosted by: Joshua Peck
A successful crypto portfolio manager, 8-figure digital asset portfolios, bestselling author of Cryptocurrency Risk Management, and a firm believer in behavioral economics.
He is the founder and Chief Investment Officer of TrueCode Capital, where he manages high-growth crypto portfolios for high-net-worth families and family offices.
Joshua has been showcased in Reuters, CBS News, Wall Street Journal, The Guardian, Nasdaq, Forbes, The Guardian, Entrepreneur, and many other media outlets...
Joshua Peck
Chief Investment Officer
TrueCode Capital
Bestselling Author
Crypto Market Expert
HOW THIS IS GOING TO WORK...
HERE‘S JUST A FRACTION OF WHAT YOU‘LL LEARN ON THE WEBINAR...
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GENERAL DISCLAIMER
NOT FINANCIAL ADVICE
NOT AN OFFER TO SELL SECURITIES
POTENTIAL CONFLICT OF INTEREST
THE INFORMATION PROVIDED ON THIS WEBSITE AND ANY PRODUCTS PURCHASED ON IT DO NOT CONSTITUTE FINANCIAL ADVICE OR AN OFFER TO SELL SECURITIES OF ANY INVESTMENT. THE IDEAS AND OPINIONS EXPRESSED HEREIN ARE FOR EDUCATIONAL PURPOSES ONLY. ANY INFORMATION MENTIONING TRUECODE CAPITAL OR JOSHUA PECK COULD CONSTITUTE A CONFLICT OF INTEREST. INVESTORS SHOULD DO THEIR OWN DUE DILIGENCE AND CONSULT WITH QUALIFIED PROFESSIONALS BEFORE ENGAGING IN ANY INVESTMENT.
This presentation is not an offer to sell securities of any investment fund or a solicitation of offers to buy any such securities. Securities of TrueCode Capital Crypto Momentum Fund LP (the “Fund”) managed by TrueCode Capital LLC (the “General Partner”) are offered to selected investors only by means of a complete offering memorandum and related subscription materials which contain significant additional information about the terms of an investment in the Fund (such documents, the “Offering Documents”). Any decision to invest must be based solely upon the information set forth in the Offering Documents, regardless of any information investors may have been otherwise furnished, including this presentation.
Joshua Peck (the “Principal”) has developed, tested, and refined an algorithmic investment strategy through investments in an Family Office account that is separate from the Fund (the “Family Office Account”). The Family Office Account began trading on or around December 19, 2019 and has been trading ever since. The Principal modified the trading strategy of the Family Office Account on or around May 12, 2020 (the “Adaptive Risk Revision”) and February 23, 2021 (the “Asset Selection Revision”). All performance data shown in this presentation is that of the Family Office Account, net of fees at the highest level that the Fund will charge, and was calculated and reviewed by NAV Consulting, INC. Although the Fund’s strategy will be based off of the Asset Selection Revision to the Family Office Account trading strategy, there is no guarantee that the Fund’s performance will mimic that of the Family Office Account.
An investment in any strategy, including the strategy described herein, involves a high degree of risk. There is no guarantee that the investment objective will be achieved. Past performance of these strategies is not necessarily indicative of future results. There is the possibility of loss and all investment involves risk including the loss of principal. Securities of the Fund are not registered with any regulatory authority, are offered pursuant to exemptions from such registration, and are subject to significant restrictions.
The information in this presentation was prepared by the General Partner and is believed by the General Partner to be reliable and has been obtained from public sources believed to be reliable. General Partner makes no representation as to the accuracy or completeness of such information. Opinions, estimates and projections in this presentation constitute the current judgment of General Partner and are subject to change without notice. Any projections, forecasts and estimates contained in this presentation are necessarily speculative in nature and are based upon certain assumptions. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results.
Accordingly, any projections are only estimates and actual results will differ and may vary substantially from the projections or estimates shown. This presentation is not intended as a recommendation to purchase or sell any commodity or security. The General Partner has no obligation to update, modify or amend this presentation or to otherwise notify a reader thereof in the event that any matter stated herein, or any opinion, project on, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.
This presentation is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person without the express consent of the General Partner.
