Wealthies Circle

Wealthies Circle


Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios

November 15, 2022

The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver. 


Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do not know what their clients have going on” with crypto, which means it’s harder to give holistic advice. Listen in to learn more about how you can gain a solid understanding of crypto, what Flourish does to assist advisors and how to leverage digital assets in client portfolios.





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