We sit down with PlannerDAO member Theresa Morrison to talk about her take on the state of the financial planning industry and digital assets.
Learn more about Theresa here::
LinkedIn Profile: https://www.linkedin.com/in/theresamorrison/
Company Website: https://beckettcollective.com/
PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual

We sit down with PlannerDAO member Theresa Morrison to talk about her take on the state of the financial planning industry and digital assets. Learn more about Theresa here:: LinkedIn Profile: https://www.linkedin.com/in/theresamorrison/ Company Website: https://beckettcollective.com/ PlannerDAO: https://www.plannerdao.io/share/wGhJgIWaHsutiKU0?utm_source=manual

The Interview: Theresa Morrison, Beckett Collective

Crypto is impacting every aspect of your financial planning practice, and you need to be prepared. We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.

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The Interview: Theresa Morrison, Beckett Collective

The Interview: Theresa Morrison, Beckett Collective