In a Nutshell: The tentative embrace of Bitcoin and other digital assets by advisors and institutions was one of the biggest stories in financial services this year. As more professionals clear the emotional (“It’s a scam!”) and educational (“I don’t get it.”) hurdles, now we have to overcome the operational hurdles. The story of 2022 could very well be how a new wave of fintech platforms and forward-thinking leaders solve those challenges and make digital assets an essential tool in helping clients build wealth.

Guest: Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies. He also teaches financial planning and cryptocurrency classes at Gonzaga University and develops continuing education courses for CPAs and CFPs.

Adam Blumberg, CFP®, is the co-founder of Interaxis, a company that provides research and education to advisors and companies in the cryptocurrency, digital assets, blockchain, and DeFi space.

Steve and Adam are the Co-Founders of Planner DAO, a decentralized autonomous organization owned by financial planners.