2022 has already thrown some curve balls at us. Asset categories like crypto have dramatically risen in popularity, and the macroeconomic climate continues to create challenging situations. This panel is made up of leading advisors with top entertainment and music clients. These clients have demanding needs from a privacy, cyber-security, technology, investment and risk perspective — and these will serve as best practices for ALL clients.
This webinar will focus on:
- The balance between human vs automated
- The role of ESG
- Finding yield in today’s environment
- How to talk to clients about crypto and NFTs
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Louis Barajas, MBA, CFP®, EA
Co-Founder and CEO
Business Management LAB
Julian Schubach
VP, Wealth Management
ODI Financial
Sara Qazi
SVP, Q&M Sports & Entertainment WM Group
Raymond James
Matthew Hoffman - Moderator
Founder
Trusted Advisor
Diana Britton - Host
Managing Editor
WealthManagement.com
