New Defi Asset Class Investors Are Seeking Financial Advisor
On March 7, 2025 the U.S. Treasury’s Office of the Comptroller of the Currency (OCC) issued: Interpretive Letter 1183 affirming the permissibility of banks to engage in crypto-asset activities. The crypto asset class is validated and ETF approvals are pending.
Now is the perfect time to deliver “Digital Finance” and cryptocurrency portfolio services for your clients and grow your revenue.
My team and I will help you add Digital Finance (“Defi”) services for your clients and new revenue for your bottom line.
Join us at our exclusive Crypto Accelerator online workshop for busy Financial Services Advisors.
This is a zero ‘fluff’, highly practical workshop where you will learn how you can:
Your clients want it and its become essential for client retention.
Formerly with the U.S. Treasury’s National Bank Examiners
David R Lewis is now an entrepreneur, best-selling author, Crypto Coach, and speaker. Building on his banking and business background, he is building a successful businesses serving Financial Service Professionals entering the Defi world.
Digital Assets | Business Growth