The success of AmiPRO relies on the diverse experience provided by our growing team of experts. We’re excited to share their insights with you and how their experience contributes to the growth and innovation at AmiPRO – setting new standards in Fintech and DigitalAsset investing.
Andy LaPointe has been passionate about investing in Digital Assets since 2013. He is an accomplished speaker and best-selling author publishing over 24 books about personal finance, cryptocurrency, entrepreneurship and marketing.
Andy’s diverse background offers a rare blend of Fintech, Blockchain and entrepreneurial success combined with a solid foundation in financial advisory. Prior to getting involved in Digital Assets, Andy spent 15 years as a Series 7 stockbroker, Registered Investment Advisor (RIA) and mutual fund wholesaler.
He has been interviewed by some of America's most well-known publications on the subjects of cryptocurrency, small business start-ups, factoring, acquisitions and exit strategies.
What got you interested in Digital Assets?
I first learned about Bitcoin from a friend in 2012. At the time, he was working at a sushi bar in Traverse City, Michigan. I still remember sitting in that sushi bar, enjoying a California roll and discussing Bitcoin. After setting down my chopsticks, I knew that I had to learn more about Bitcoin and Digital Assets. It was the start of my journey into understanding this new asset class.
How did you hear about AmiPRO?
A big part of how I’ve been successful throughout my life is by proactively networking. I was fortunate enough to be introduced to Hashim and Sarah, MeetAmi’s Founders, at a time when they were laying the foundation for AmiPRO. Their vision for building the first-ever Digital Asset investing platform for advisors really intrigued me. In fact, the more that I heard, the more that I wanted to be part of this opportunity.
Where should an advisor start their journey in understanding this new asset class?
I’d strongly suggest that their first step is to ensure that there is a learning system in place. Education is key in all sorts of investing and even more so with Digital Assets as new opportunities quickly emerge.
My experience from the investment world supports the long-held advice that if you don’t understand something, it is probably best not to invest in it. Not only do you need to understand what you are able to buy for clients, but you need to be able easily explain it to others. I’ve taken the same approach when I wrote “The Step-by-Step Guide to Investing in Bitcoin: A Beginners Guide to Bitcoin, Digital Assets and Crypto Currencies” ensuring the content contained within the book was easy to understand and act upon. It’s the same way that the team at AmiPRO is creating learning programs for advisors.
What makes AmiPRO a ‘best choice’ that you’d recommend for advisors
The AmiPRO investing platform takes an education-first approach while providing a seamless, end-to-end solution for wealth managers to introduce and allocate Digital Assets into their clients' investment portfolios. AmiPRO also includes the necessary regulatory and compliance requirements, reporting, custody, backtesting and more – all accessible through a single user interface. That’s powerful software!
What I’ve seen in order for there to be mass adoption is a focus on education. Many advisors have a general idea about Digital Assets and want to learn as much as possible. In my opinion, AmiPro is positioned to be their trusted strategic partner based on how the team is curating content, building an ecosystem of partners and giving advisors everything they’ll need to know to from learning to liquidity.
What should advisors be considering right now to support their client's growing desire to invest in Digital Assets?
Start with Digital Asset basics by understanding key terms and the underlying Blockchain technology and how it works. From there, I’d learn more about the value of having direct ownership of the asset on behalf of your clients. That’s where AmiPRO can help.
By using AmiPro, advisors have access to the Digital Asset learning systems actively being created by AmiPRO’s team. This system reduces the vast amount of Digital Asset information into actionable step-by-step guides. Advisors are able to choose from different learning paths included in the overall system to be able to best serve their clients’ unique needs.
AmiPro also offers a number of ways advisors can start the Digital Asset conversation with clients and includes back testing, optimization tools, step-by-step guides and more. Investors are actively seeking out trusted sources to learn about Digital Assets, and advisors are their first choice to be that trusted source.