Name: FSInsight
Price range: $$$

Introduction to Swan Advisor Services

Tuesday, July 19, 2PM ET

Swan Advisor Services provides a comprehensive bitcoin investment platform for financial advisors –accompanied by educational content and an expert client service team to support advisors from initial onboarding through rebalancing and billing.

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Introduction to Swan Advisor Services

*free trial available only on a monthly plan

Yearly Monthly

We accept crypto via BitPay for yearly subscriptions.

Choose one of our yearly plans to save nearly 15%

Macro + Crypto

FSI Pro

The Complete Package

FSI Macro + FSI Digital Assets

from

$

219

/mo

billed anually

First Month Free!
Macro + Crypto

FSI Pro

The Complete Package

FSI Macro + FSI Digital Assets

from

$

249

/mo

billed anually

First Month Free!

Macro

FSI Macro

from

$

169

/mo

billed anually

First Month Free!

What's included?

Webinars and Media

Webinars

We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!

Weekly

Coming Soon

Fireside Chats

Weekly interviews with our research heads about market opportunities and important updates.

Research

Weekdays

Tom Lee's First Word

The best market research out there -- on a near-daily basis.

On market events

Tom Lee's Intraday Word

These are released periodically after crucial market developments.

Daily

Daily Technical Strategy

Daily commentary on market trends and short term opportunities.

Weekly

Wall Street Whispers

Exclusive insights based on discussions with institutional clients.

Weekly

Quantitative Strategy

Quantitative market research utilizing industry-leading analytical methods.

Weekly

US Policy

Weekly update on developments in Washington DC and how they may impact Wall Street.

Weekly

Weekly Roadmap

Weekly summary of market events and updates on our key theses.

Earnings season

Earnings Daily

A multi-faceted update of earnings developments.

Updated bi-weekly

Signal From Noise

Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.

Stock Lists

Updated quarterly

Granny Shots

Thematic investment stock picks that aim to outperform the S&P 500.

Updated monthly

Brian’s Dunks

Single stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.

Updated monthly

FSI Sector Allocation

A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.

Updated monthly

Factor Strategy

List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.

And More!

FSI Academy

Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.

Community Questions

We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!

Community Interviews

Get questions answered directly by our research heads and guest speakers.

Get access to all the macro research on FSInsight

First Month Free!
Macro

FSI Macro

from

$

199

/mo

billed anually

First Month Free!

What's included?

Webinars and Media

Webinars

We host over 12 LIVE webinars per year with our research team and high-profile special guests. Incredible value and market insights!

Weekly

Coming Soon

Fireside Chats

Weekly interviews with our research heads about market opportunities and important updates.

Research

Weekdays

Tom Lee's First Word

The best market research out there -- on a near-daily basis.

On market events

Tom Lee's Intraday Word

These are released periodically after crucial market developments.

Daily

Daily Technical Strategy

Daily commentary on market trends and short term opportunities.

Weekly

Wall Street Whispers

Exclusive insights based on discussions with institutional clients.

Weekly

Quantitative Strategy

Quantitative market research utilizing industry-leading analytical methods.

Weekly

US Policy

Weekly update on developments in Washington DC and how they may impact Wall Street.

Weekly

Weekly Roadmap

Weekly summary of market events and updates on our key theses.

Earnings season

Earnings Daily

A multi-faceted update of earnings developments.

Updated bi-weekly

Signal From Noise

Highlights timely market themes and sectors with corresponding stocks, cutting through the day-to-day market “noise” for a distinct perspective.

Stock Lists

Updated quarterly

Granny Shots

Thematic investment stock picks that aim to outperform the S&P 500.

Updated monthly

Brian’s Dunks

Single stock pics that are poised to outperform the index by leveraging sector outperformance and earning revisions strategies.

Updated monthly

FSI Sector Allocation

A sector allocation strategy that is designed to outperform the S&P 500 while taking minimal risk.

Updated monthly

Factor Strategy

List of ETFs based on quantitative models that should outperform the S&P 500 on a monthly basis.

And More!

FSI Academy

Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.

Community Questions

We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!

Community Interviews

Get questions answered directly by our research heads and guest speakers.

Get access to all the macro research on FSInsight

First Month Free!

Crypto

FSI Digital Assets

from

$

79

/mo

billed anually

First Month Free!

What's included?

Webinars and Media

Webinars

Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.

Weekly

Crypto Chats

Digestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.

Research

Daily

Crypto Daily Report

Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.

Intra month

Crypto First Word from Tom Lee

Hear directly from Tom Lee about important cryptocurrency developments.

Weekly

Crypto Technical Strategy

From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.

Weekly

Crypto Weekly

A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.

Weekly

Funding Fridays

Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!

Weekly

Coming Soon

Crypto Events

Never miss another conference, a high-impact software update, or an event that could be market-moving!

Intra-month

Deep Research Reports

Our consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.

Update daily

Bitcoin Misery Index

Keep track of bitcoin sentiment to plan your digital assets strategy.

And More!

FSI Academy

Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.

Community Questions

We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!

Community Interviews

Get questions answered directly by our research heads and guest speakers.

Get access to all the crypto research on FSInsight

First Month Free!
Crypto

FSI Digital Assets

from

$

99

/mo

billed anually

First Month Free!

What's included?

Webinars and Media

Webinars

Ongoing webinars exploring crypto opportunities, in depth research, and exclusive research offerings from our team of analysts and leading cryptocurrency firms.

Weekly

Crypto Chats

Digestible videos expanding on important market events and metrics that are shaping cryptocurrency markets.

Research

Daily

Crypto Daily Report

Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.

Intra month

Crypto First Word from Tom Lee

Hear directly from Tom Lee about important cryptocurrency developments.

Weekly

Crypto Technical Strategy

From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.

Weekly

Crypto Weekly

A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.

Weekly

Funding Fridays

Are you looking for investment opportunities in the crypto space? We explore early-stage crypto opportunities in this note about where the smart money is being invested!

Weekly

Coming Soon

Crypto Events

Never miss another conference, a high-impact software update, or an event that could be market-moving!

Intra-month

Deep Research Reports

Our consulting business delivers incredible deep research reports to highlight the economics and viability of exciting crypto projects.

Update daily

Bitcoin Misery Index

Keep track of bitcoin sentiment to plan your digital assets strategy.

And More!

FSI Academy

Our main goal is to make you a better investor! This series will guide you through key financial concepts and topics in an understandable way.

Community Questions

We gather your inquiries and answer them in the most scalable way. Hear directly from our research principals!

Community Interviews

Get questions answered directly by our research heads and guest speakers.

Get access to all the crypto research on FSInsight

First Month Free!

Event Agenda

- Why Bitcoin?

- Introduction of Swan Advisor Services

- Q&A with Andy Edstrom, CFA

Panel of Speakers

Sean Farrell

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at FSInsight. Prior to joining FSInsight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Andy Edstrom

Managing Director of Swan Advisor Services

Andy is the author of Why Buy Bitcoin, the first and only Bitcoin book published by a financial advisor.

Cory Klippsten

CEO & Founder of Swan Bitcoin

Experienced with supporting over $250M of fundraising since 2016, and as an angel has funded over 20 early-stage startups.

Get in touch

If you have questions about FSInsight or have problems with your account, please do not hesitate to send us a message. We will get back to you quickly and take care of any issues that you may have.

150 East 52nd St, 3rd Floor

New York, NY 10022

inquiry@fsinsight.com

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