Communication strategies

Tyrone Ross, CEO and co-founder of Onramp Invest and founder of the storytelling consultancy firm 401stc, has been recognized as one of America’s top 100 financial advisors by Investopedia and as a top 10 advisor set to change the industry by Wealth Management. In partnership with CoinShares, Tyrone provides insightful keys in order to improve communication with clients, especially when it comes to their investments in digital assets.

Effective communication is the foundation of successful crypto advising, as it shapes client expectations and builds the trust necessary to navigate a volatile market. The process begins with revisiting and updating the Investor Policy Statement to reflect the role of crypto within the broader portfolio, clearly outlining its risk profile, intended allocation, and the reasoning behind its inclusion. Setting expectations early is essential, clients must understand not only the potential for significant growth, but also the reality of sudden drawdowns and the patience required to hold through them.

Consistent follow-up is equally important. Maintaining regular contact, ideally on a monthly basis, reinforces the advisor’s presence and provides reassurance, while more frequent communication during times of heightened market activity can prevent emotional decision-making.

All communication should be tailored to the client’s personal context, connecting recommendations directly to their age, goals, and current holdings so that advice feels relevant and actionable. In cases where the advisor will manage crypto directly, transparency about custody arrangements, security protocols, and how these assets fit into the overall plan ensures clients remain confident in the process. In this way, communication becomes more than an exchange of information: it becomes a strategy for building resilience, trust, and long-term alignment between the client’s objectives and their investments.

Ross emphasizes that financial advisors must tailor their approach based on whether clients already hold crypto or are looking for guidance. Clear, structured communication is essential to build trust and avoid confusion.

Key takeaways:

• Differentiate between advising on client-held crypto and custodian-managed crypto.

• Reassess and update client agreements when introducing crypto into the relationship.

• Clarify diversification strategies for both traditional and crypto assets.

• Use client-friendly tools like Zapper and Cubana for transparency and tracking.

• Communicate proactively, ideally monthly, to reinforce trust and provide context during volatility.