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How to talk to your clients about ESG, Crypto and NFT

Available On Demand

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
Trusted Advisor


Diana Britton - Host
Managing Editor




TAGS: Resources