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January 26th, 2022

The top question we receive at PlannerDAO is “how can I incorporate digital assets into my practice?”

Whether it’s in our community forum, webinars, or CDAA courses, financial advisors are looking to bring the power of emerging technologies to their clients. Traditional advisor channels are not bringing us solutions fast enough.

The advisors at PlannerDAO want something new; we want the community to educate us.

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January 21st, 2022

Every year when Schwab invites us to their annual Impact Conference, the same thought occurs:

“Are we supposed to pay you a $1,000 registration fee, just so financial vendors can sell me their products?”

Insanity.

Emboldened by the creativity made possible by crypto, financial advisors are taking control of their profession. We don’t need gatekeepers, matchmakers, or other extraneous layers between our practices and the resources we value. Advisors need the ability to dictate the terms of any event they attend. We’re tired of avoiding eye contact with the vendors who weren’t polite enough to bring branded fidget spinners for your kids.

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January 18th, 2022

Written by Steve Larsen, CPA, CFP®

It sucks to get left behind, but it happens to all of us.

Sometimes tickets to the big event are sold out, and other times you wake up to a social media alert informing you the party of the century took place without you last night.

Once, my friend Kevin McCallister missed out on a family trip to France because his alarm didn’t go off. There are a variety of reasons we get left behind, or aren’t invited, and none of them feel good.

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January 7th, 2022

Written by Justin Pullaro

It's still hard to believe, but the PlannerDAO got its official start on Mighty Networks on May 21, 2021.

With only 12 people in the Genesis Block, we've grown to 600 as of today.

When joining the DAO the first thing we ask is, “what's one thing you'd like to change about the financial services industry?"

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December 21st, 2021

A group of financial advisors getting together to talk business, plans, and ideas isn’t unique.

In fact, it’s common practice in the financial services industry. Borderline overdone.

But on December 13th & 14th, a meetup of 11 advisors and educators took place in Austin, TX that was different. It was special.

Here’s what happened:

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December 17th, 2021

Originally published as a guest post in the Bankless newsletter

With billions of dollars flowing into crypto this year, it’s fair to wonder, “how much bigger can crypto get?”

Millennials and Zoomers are bypassing stocks to scoop up the coin of the week, while Wall Street firms are rolling out products exclusive to their aging, high net-worth clients.

This crypto-sandwich of young and old is driving crypto prices upwards, but neither demographic will spur the mass adoption necessary for crypto to become mainstream. The key to pressing the crypto turbo button is understanding who is late to the party.