Friday, January 22, 2021

How to discuss Bitcoin with clients for Beginners (and resources for learning)

Presentation on Bitcoin & Cryptocurrency from Jan. 15th 2021.

Abstract***:*** I was asked to present to a group of estate planners/investment advisors and provide a resource they could use to help have conversations with their clients asking about Bitcoin. I created this slide deck and delivered this presentation to help people get a good basic introduction. While the information is simplified, it is accurate and peer-reviewed by several quality sources. Please feel free to use this in your discussions and message me with any questions.

(https://youtu.be/ZH4Oy_cTSKs)

-How to discuss bitcoin with clients for registered investment advisors, estate planners, or family and friends.

-How to buy and custody bitcoin, discussing the different ways to safely custody bitcoin and where to buy bitcoin.

-Live Q&A session 20-30 minutes.

-Slide deck contains large appendix of FAQs & hot takes + Beginner - Advanced Learning Resources

-Intended audience = Investment Advisors and their clients with little to no experience.

-Slide deck link below: https://docs.google.com/presentation/...@HeraldHoss on twitter[hoss_herald@protonmail.com](mailto:hoss_herald@protonmail.com)

Disclaimer: This is not investment advice, nor is it a recommendation to purchase bitcoin or any other cryptocurrency product. The opinions shared are my own and the products and services mentioned within are based on my own research from publicly available information.


No comments:

Post a Comment