S2E4: The Future for Financial Planners

In this week's episode, we talk with Steve Larsen, Senior Instructor at Interaxis and Co-Founder of PlannerDAO. Interaxis provides crypto education for financial planners. PlannerDAO is a decentralized community of financial advisors and the Certified Digital Asset Advisor designation. Through his Crypto for Planners consulting business, Steve helps Registered Investment Advisers establish cryptocurrency programs.

Listen in on this episode to hear about:

• Challenges the current market is facing.
• How Steve and his advisers assess a portfolio.
• How most advisers are implementing digital asset purchases.
• Why Steve started his company.
• The changing landscape of investment firms.

All of that and more in this week's episode!