*New* Crypto Unstacked Trader's Edition
Deep Dive: Arbor Digital | How can RIAs use Crypto to Help Clients Build a Multi-Generational Legacy?

May 28, 2022

Deep Dive: Arbor Digital | How can RIAs use Crypto to Help Clients Build a Multi-Generational Legacy?
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Marc Nichols is a Product Director at Arbor Digital , a subsidiary of registered investment advisory firm Arbor Capital. Marc is a Certified Investment Management Analyst CIMA® and Wealth Management Certified Professional WMCP®, and holds a Certificate in Blockchain and Digital Assets®.

Marc started his career as a professional tennis player and coach before transitioning to financial services as an associate advisor with Merrill Lynch in Princeton, NJ. Marc went on to start an advisory business serving wealth management clients in the New York and New Jersey market with Charles Schwab. Recorded on May 3, 2022.

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Recorded on May 3, 2022


We unstack: 
-  How was Arbor Digital set up to offer crypto in client portfolios?
-  Shift of investment vehicles: from GBTC to direct crypto exposure 
- Top crypto questions Marc gets from clients
- How older generations are learning about crypto through the next generation
- PlannerDAO, DACFP, and bringing forward crypto education
+ more!

Follow our Guest
Marc Nichols (LinkedIn)
Arbor Digital (Website)
Digital Assets Council of Financial Professionals (Website)

This episode is presented by CoinFLEX.

CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information. 

The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.