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.
We’re issuing an open call to the digital asset, cryptocurrency, and traditional finance brands & communities to present at the first-ever decentralized event for financial advisors in April.
You won’t find a more dedicated audience of forward-thinking financial advisors anywhere in the world to teach your concepts.
Members of PlannerDAO are gathering to lead our profession to its inevitable decentralized destiny.
This article we published provides a little more information on why we are organizing an event.
Workshops, not Speakers
Presentations are for YouTube. Workshops, where you are learning from an expert, are the future.
We imagine Crossroads ‘22 workshops will include setting up a wallet, tutorials on DeFi protocols, crypto manager due diligence, and crypto tax management, among others.
Advisors should leave Kansas City with a solid understanding of crypto fundamentals and advanced DeFi strategies. More importantly, they will leave with a business plan to incorporate digital assets into their practice.
If you have knowledge financial planners need to know, apply to speak at our event posthaste!
What: PlannerDAO Workshops
When: Live in-person, April 25th or 26th
Where: Hotel Phillips, Kansas City, MO
Length: 45 – 60 Minutes
Topic: Anything of value, nothing is off-limits
Supporters, not Sponsors
We are a community of fiduciaries working hard to provide the best advice possible to our clients. Luckily, we have a community of vendors, service providers, and supporters to help us navigate the complex digital asset landscape.
If you want to help us with this mission, become a supporter of this amazing event. We want more than your logo on the agenda, we want a partnership where our advisors and your organization can learn and evolve together.
Buy us a Coke, you won’t regret it.
Crossroads ’22 Supporters
Like Us: $1,000 = 1,000 PLAN tokens to distribute
Love Us: $5,000 = 5,000 PLAN tokens to distribute
Gotta Have Us: $10,000 = 10,000 PLAN tokens to distribute
Tokens, not Keychains
Financial advisors have enough branded giveaways clogging up their office, it’s time to send them home with something of value: PLAN tokens.
We invite workshop teachers and supporters to purchase PLAN tokens from our treasury and give them out to the attendees. Here are a few ideas to get you started:
- Airdrop them to everyone in your workshop
- Create a challenge for attendees to complete on-chain
- Deliver tokens to advisors who fill out a survey for you
- Award one token per pushup
Our conference is different because when you donate to the DAO, you can distribute that money directly to our members, via the PLAN token. There are no limits to the creativity you bring to this event!
Next Steps
If you believe in our mission of providing fiduciary advice on digital assets to everyone on earth, please submit an inquiry using the form below:
We would love to give you a few options to educate us about an important topic or hand out PLAN tokens to our hard-working members.
Financial planners can’t help the people who need it most without a community that supports them. If you’re willing to donate your time and talents to educate us, we can commit to staying in our seats until the very end.
Learn more about The Crossroads ‘22: