Click on the following link to:
1) Read Joe’s new book for FREE!
2) Sign up for the WEBINAR on his new Crypto investment strategy (SMA)
3) Download the Tear Sheet on Joe’s new crypto strategy
Is there a hotter topic right now than Crypto? Marketing gurus say if you add Crypto to an ad, like a Social Security timing (having nothing to do with Crypto), the sign-ups increase by 30%.
What do consumers think about Crypto?
1) Most are highly interested
2) Many are fearful
3) Most are ignorant about it but crave knowledge to learn more
4) Many want to invest in Crypto but don’t know how
Advisors/RIAs struggle with how to help clients invest in Crypto
https://advisorsharewm.com/joes-crypto-strategy-book
Helping clients diversify into Crypto is difficult. Helping them buy Bitcoin isn’t something advisors typically do (and if they did, what value is the advisor bringing to the table?).
Only recently has the CFA™ Institute added a module on Crypto assets (acknowledging Crypto as an asset class). This is good, but what Crypto assets are advisors going to recommend?
Joe’s New Crypto Investment Strategy
Joe just launched his “Focused Digital” SMA (separately managed account) which is available on our anti-TAMP platform www.advisorstamp.com).
Joe’s Crypto strategy follows the San Francisco Gold Rush Story
You need a good story when trying to get clients to invest with you. I think Crypto especially needs a good story and Joe’s new SMA has a great story.
Question: Who made money in the San Francisco gold rush? The miners?
Answer: The companies that sold shovels, picks, axes, pans, etc. (not the miners).
So, what’s the analogy to Joe’s new Crypto strategy?
85% of the money in Joe’s Crypto strategy will be invested in companies that support the Crypto industry and approximately 15% will be invested in some kind of coin ETF.
The goal of the portfolio:
Provide investors with a curated portfolio of publicly traded “brick and mortar” companies building and servicing the digital asset economy, including crypto mining firms, equipment suppliers, fintech platforms, financial institutions, and other related industries and sectors. The strategy may tactically allocate to spot Bitcoin and Ethereum ETFs. The aim is long-term growth through equity participation in this emerging sector. The strategy targets 5-25 core positions.
What’s unique about this investment approach?
1) Because the strategy is investing in real companies, the fear normally associated with investing in a coin itself or even in a coin ETF is reduced.
2) The story itself (an analogy to the San Francisco gold rush is terrific).
3) The strategy is managed by a rock star 3rd party manager (one advisors can trust).
An RIA/IAR using Joe’s news strategy can bring true value to clients when it comes to investing in Crypto AND now has a justification to charge fees on the money invested.
Joe’s New Crypto Book
Joe’s new digital assets book is a must-read for all advisors.
But what’s really cool about the book is that advisors will be able to give it away for free on their websites for consumers to read.
Think about that from a marketing perspective. You can educate consumers on a white-hot topic they are interested in and then when they tell you they want to diversify into Crypto, you can say, hey, that’s great, I happen to have access to the Crypto strategy managed by the author of the book.
Bam! You are now a rock star to your clients!
