Advisors Ask: How Blockchain Technology is Reshaping the Financial Services Industry

Blockchain is the technology behind bitcoin and other cryptocurrencies, it is a digital distributed ledger in which transactions are recorded chronologically and publically. I am excited to have hosted this webinar with our guest speaker Anil Patel who builds and manages digital asset portfolios. Anil also provides guidance in the areas of token security, portfolio composition, and market trends. During this presentation, we will cover a high-level overview of what blockchain technology and answer your top questions.

Watch the replay below and scroll down for the webinar notes:


Webinar Hosted By:

Lester Tiro

Partnership Manager
Advisor Websites

lester tiro.png

With Special Guest:

Anil Patel

Blockchain Asset Management


Webinar Notes:

During this presentation, we covered cover a high-level overview of what blockchain technology is and how it is transforming the financial landscape. The following questions were answered during the webinar:

    • How will this technology disrupt financial services?
    • How could this technology directly impact financial advisors, planners, and wealth management?
    • How will this affect compliance and what are some current use case scenarios?
    • What are ICOs?
    • What are other industries that blockchain technology will disrupt?
    • What are some concepts of open-access finance?
    • How will it impact traditional advisor operations and is it probable that we can take advantage of this technology to increase AUM?
    • What are the most efficient ways to learn technical details, solidity, etc., where can I find more information?

Links and other references mentioned during the webinar:

Book a 1:1 demo with Advisor Websites
The Bitcoin Whitepaper
The Harvard Business Review - The Blockchain Will Do to the Financial System What the Internet Did to Media
Jetcoin Institute
Michael Merrill (2009) - The human IPO -
Singular DTV
The Age of Cryptocurrencies by Paul Vigna and Michael Casey 
Tim Ferriss podcast with Nick Szabo and Naval Rivkant - The Quiet Master of Cryptocurrency