It may be challenging for advisors to help clients navigate the much-debated world of cryptocurrency. In this episode, MDRT members share how much they have encountered this investment strategy and how they discuss it with clients, especially if crypto has been successful for them.

You’ll hear from:

Chi Teng Han, ChFC/S, CIAM

Nadia Wijatno, ChFC, CLU

Episode breakdown:

0:25 – Identifying the unpredictability of anything unregulated

1:12 – Why I don’t convince someone not to do something that’s worked for them

2:17 – The importance of learning from the pain of financial loss

4:27 – The danger of competing with crypto

6:26 – Helping clients separate public success stories from unknown failures

8:05 – Deciding which crypto barons to work with