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 show you how to add Digital Finance (“Defi”) education and new revenue for your bottom line.
Join us at our exclusive Crypto Accelerator online workshop for motivated investors.
This is a zero ‘fluff’, highly practical workshop where you will learn how you can:
Your clients want it and its become essential for your retention of clients.
Formerly with the U.S. Treasury National Bank Regulators.
David R Lewis is an entrepreneur, best-selling author, Crypto Coach, and speaker. Building on his years of experience at the U.S. Treasury Department National Bank regulator and strong business background, David has built a successful business that serves financial service professionals entering the Defi world.
Digital Finance | Digital Assets