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.
Louis Barajas, MBA, CFP®, EA
Co-Founder and CEO
Business Management LAB
VP, Wealth Management
SVP, Q&M Sports & Entertainment WM Group
Matthew Hoffman - Moderator
Diana Britton - Host