YOUR CLIENTS ARE ALREADY INVESTING IN CRYPTO. THEY JUST ARE NOT DOING IT WITH YOU.
71% of RIA clients already hold digital assets elsewhere. That is AUM you do not see, do not manage, and cannot protect.
The RIA Digital Asset Enablement Program helps advisory firms confidently integrate digital assets without blowing up compliance, operations, or client trust.
Built by former RIA CIO. Designed for fiduciaries, not speculators.
The Real Problem RIAs Are Facing
Client demand for digital assets is rising. Competitors are moving.
Digital assets represent the fastest growing alternative asset class, yet most RIAs lack the frameworks, training, and operational tools to participate.
AUM Leakage
Clients accumulate crypto outside the advisory relationship. Over time, that weakens your role as the primary financial decision maker.
Competitive Exposure
Crypto-friendly firms are not winning because they are better investors. They are winning because they are willing to engage.
Advisor Discomfort
When your team cannot answer basic digital asset questions, confidence erodes—both internally and with clients.
This is not a marketing problem.
It is a readiness problem.
Why This Is Happening Now
This is not about chasing a trend.
It is about keeping your firm relevant to the next generation of wealth.
Adding just a 1% allocation to blockchain based assets improved outcomes versus traditional 60 / 40 portfolios over the last decade.
82% of investors say they are more likely to work with an advisor who offers crypto guidance.
72% of high net worth investors under 50 plan to allocate to crypto in the next year.
Major institutions now recommend or permit crypto exposure, reversing prior bans.
Crypto is no longer fringe.
Ignoring it is now the risk.
Why This Is Happening Now
We work directly with leadership and advisors to close the gap between client demand and firm readiness using 6 core competencies.
Client Survey and AUM Discovery
Identify digital assets clients already hold away and bring those conversations back under your advisory umbrella.
Local Market and Peer Analysis
Understand how competitors in your market are positioning themselves and where you can differentiate.
Firm Readiness Assessment
A practical audit of compliance, operations, custodians, and workflows. No theory. No generic frameworks.
Tailored Go To Market Playbook
A clear plan for how your firm introduces digital assets to clients in a compliant, confident, and repeatable way.
Advisor and Leadership Training
Equip your team with the language, guardrails, and risk framing they need to engage clients without fear.
Branded Client Education Event
We help you host a professional client workshop under your brand that positions your firm as thoughtful and prepared.
Who this is for
This program is designed for investment advisors who:
Serve high net worth or mass affluent clients.
Care deeply about fiduciary responsibility.
Know crypto is not going away.
Want to engage without guessing or improvising.
MEET YOUR EXPERT
Matthew Snider
President and Co-Founder, Block 3 Strategy Group
Former Chief Investment Officer at an SEC-registered RIA with over $650 million in digital asset AUM.
Launched four hedge funds raising $300 million
Generated over $5 million in annual revenue across advisory, funds, and lending
Personally managed $65m book of business in digital assets across 50+ clients
Former Big 4 consultant at KPMG advising Nike, PayPal, HSBC, and MUFG
Author of
Warren Buffett in a Web3 World
This program is built by someone who has already sat in your seat.
Don't let crypto be a trend that passes your firm by—make it your next phase of growth.
Frequently Asked Questions
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This is the #1 hurdle for RIAs. Our program performs a Firm Readiness Assessment to ensure your internal policies match current SEC expectations. We help you navigate the nuances of "qualified custodians" versus "self-custody" and ensure your Form ADV disclosures are accurate, protecting your firm from regulatory scrutiny.
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Yes. Many firms shift from a pure AUM (Assets Under Management) model to an AUA (Assets Under Advisement) model for digital assets. We provide the billing frameworks and "Go-To-Market Playbooks" that show you how to legally and transparently capture revenue from assets held on platforms like Coinbase or Kraken.
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We provide In-House Advisor Training specifically designed to reduce "advisor churn" and embarrassment. We don't turn them into blockchain engineers; we empower them with a "Strategic Narrative" so they can answer client questions with confidence and authority.
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Data shows that 71% of RIA clients already own crypto elsewhere. If you aren't advising on those assets, your clients are looking to "crypto-friendly" competitors for guidance. Our program starts with a Client Survey to quantify exactly how much of your firm's AUM is currently "leaking" to outside platforms.
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Our framework is asset-agnostic but strategy-specific. Whether it’s Spot ETFs, direct token ownership, or understanding the "Warren Buffett in a Web3 World" philosophy, we provide the tools to evaluate the entire digital asset ecosystem through a fiduciary lens.
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The program is a structured engagement designed to move at the speed of your firm. Most RIAs complete the discovery, readiness assessment, and team training within 90 days, leaving you with a permanent, branded "Digital Asset Playbook."