Strategist™ — Practice Integration & Portfolio Architecture

Purpose:
Move from education to execution—while staying compliant and supported.

Includes everything in Foundation™, plus:

• Model portfolio frameworks (digital assets, tokenized themes, future tech sleeves)
   
• Guidance on custody structures, reporting, and operational workflows
   
• Client segmentation strategies for digital assets
   
• Co-branded client materials and presentation decks
   
• Ongoing advisory roundtables and strategy sessions
   
• Access to partner solutions and vetted platforms
   

Outcome:
Advisors confidently position digital assets as a strategic sleeve, retain assets, and win next-generation clients.

Designed for:
Growth-oriented advisors and RIAs actively integrating digital assets

Benefits:

• Anchored to practice impact, not content
   
• Justifiable as business development + portfolio strategy
   
• Natural step-up once advisors start client conversations