Advisors Can’t Avoid DeFi

How can investment advisors remain relevant in an increasingly decentralized world?

Listen on:

Your Host

On this episode

The biggest piece of advice for advisors: “Be conversant, listen, learn and lead.”

Join “On Purpose” host Tyrone Ross as he addresses the recent inflection points changing the Registered Investment Advisor (RIA) space. In today’s technology-focused era, zero-point-something bank account yields are no longer the most sound investment vehicles. Investors, especially the up-and-coming younger generation, are bound to ask about decentralized finance, or DeFi, and how it’s possible to achieve 5%, 20% or even 400% returns.

Investors want quality advice for the changing financial ecosystem. What aspects of DeFi do advisors need to be aware of to best support their clients?

How can RIAs stay relevant in the age of phones with one-tap access to information, financial services and more?

This show is produced, announced and edited by Michele Musso with additional production support from Eleanor Pahl. Our New Theme song is Walk With Swag.