First, let them know you understand and can help with an allocation to crypto. Next, do some of your own due diligence, and have a strategy for those
First, let them know you understand and can help with an allocation to crypto. Next, do some of your own due diligence, and have a strategy for those that want to allocate to crypto. Choose the on-ramp, custodian, and services you’ll offer. Then, have the conversations with your clients about their investment theses, risk profile, and allocation.
www.coindesk.com
COMMENTS