Live Town Hall with Ric Edelman

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Join Ric Edelman, founder of the nation’s largest RIA, for a live Digital Assets Town Hall on Thursday, May 27, 1-2pm ET.   

Ric will answer your questions and tell you:
• How you can use digital assets to gain more clients and AUM
• His low-risk approach to incorporating digital assets to client portfolios 
• The investment opportunities available to you and your clients
• How to answer client questions about this new asset class

  • How you can use digital assets to gain more clients and AUM
  • His low-risk approach to incorporating digital assets to client portfolios
  • The investment opportunities available to you and your clients
  • How to answer client questions about this new asset class

Ric Edelman

Founder

RIA Digital Assets Council

Ric Edelman founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle. 

Edelman is a #1 New York Times bestselling author of 13 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. Ric’s radio show aired for 32 years with more than one million weekly listeners. His daily podcast was ranked in the top 1%, and Rowan University’s Ric Edelman College of Communication, Humanities and Social Sciences is named in his honor. 

Ric and his wife Jean and their dogs spend most of their time in Virginia, Arizona and New York.

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Live Town Hall with Ric Edelman
05/27/2021 at 11:00 AM (MDT)  |  60 minutes
05/27/2021 at 11:00 AM (MDT)  |  60 minutes Join Ric Edelman, founder of the nation’s largest RIA, for a live Digital Assets Town Hall on Thursday, May 27, 1-2pm ET. Ric will answer your questions and tell you: • How you can use digital assets to gain more clients and AUM • His low-risk approach to incorporating digital assets to client portfolios • The investment opportunities available to you and your clients • How to answer client questions about this new asset class
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available