“If you’re just now getting started, you’re behind.”
“On Purpose” host Tyrone Ross is joined by Amber McLeod, director of customer success at Onramp Invest for a conversation on adviser education in all things crypto. Whether an adviser is starting at ground zero, ready to trade or a full-blown crypto believer, there is always more to learn and a bevy of educational resources to draw from.
In the crypto investment class, clients also bring varying levels of understanding, from those who are wary of the volatility to those who are ready to jump in but aren’t sure where to start. Sometimes, advisers can even be behind their advisers when it comes to understanding the complexities of crypto.
To create the best possible relationship between advisers and their clients, an in-depth understanding of crypto is required, as well as an innovative and inquisitive mindset, ready to think outside the traditional RIA box.