Jason talks to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth management space. We have brought her to this show to discuss how she will help evolve the industry into the digital asset space. 

Episode Highlights:

• 00.35: MeetAmi is the company that Sarah has built to help advisors engage directly with digital asset investing on behalf of their clients. The company was founded a couple of years ago as they recognized the growth opportunities in the digital asset space, starting with cryptocurrencies but broader digital asset investing.
• 1.37: We built our first product Ami Pro, a software platform to enable advisors to manage their client accounts and invest directly in digital assets on behalf of their clients, says Sarah.
• 12.06: Sarah is launching inlearn which is our learning series. We have a fantastic head of learning, our Chief Learning Officer Chuck Hamilton, and he has been a thought leader in learning and blended learning for the last 20 years.
• 15.04: We see a shift, and younger investors are making a lot of money in the crypto world, but they need advisors who can help them navigate that and recognize the tax implications and how to reinvest it, says Sarah
• 18.24: It is important to orient where you are in the digital asset world and where your clients are, and if this is something your clients want today or they want tomorrow, it is  time to start thinking about it.
• 23.09: The challenge is the objections in the market to keep things the way they are versus adopting how they come, says Sarah.

3 Key Points

1. MeetAmi is the only multi custodian platform in the market to address the different use cases. The custodians will be different depending on how quickly the advisor may need to access the asset.
2. It is important to orient where you are in the digital asset world and where your clients are, and if this is something your clients want today or they want tomorrow, it’s time to start thinking about it, says Sarah.
3. ETF is an interesting model, and it provides you exposure. But with our model and cost structure, the advisor can hold the asset directly for their clients, and they can make the management fee rather than the ETF making the management fee, and the client holds the asset.

Tweetable Quotes

• “Ami is your crypto friend, and the whole MeetAmi family of products is designed to help and be the co-pilot on the journey into digital assets as we transform into that world.” - Sarah 
• “It is fundamental to enable the advisor to process the trades through a simple interface and then receive that data into their wealth management system or portfolio management system.” – Sarah
• “I don’t want you to throw your clients under a bus, but I will say the management of broker-dealers is not typically the leading edge of the sphere on innovation.” - Jason 

Resources Mentioned:

• Facebook – Jason Pereira’s Facebook
• LinkedIn – Jason Pereira’s LinkedIn
• Woodgate.com – Sponsor
• Sarah Morton – Linkedin | Website  

Hosted on Acast. See acast.com/privacy for more information.