The History of Bitcoin for Financial Advisors
In our world it is easy to wave Bitcoin away as speculation. But the bigger story matters to our clients and to our credibility. I…
In our world it is easy to wave Bitcoin away as speculation. But the bigger story matters to our clients and to our credibility. I…
Most affluent clients feel underserved by their advisors. In this video, I reveal the hidden disconnect between what clients want and what most advisors deliver—and…
If you’re the #1 top Financial Advisor in your community, or you aspire to be, maybe we should talk. I work only with the top…
In January 2009, Satoshi launched Bitcoin with the Genesis Block, embedding a newspaper headline about bank bailouts during the financial crisis. For advisors, it’s a…
Part 4 of the Bitcoin history series unpacks Satoshi Nakamoto’s 2008 white paper—the blueprint that solved double spending, created digital scarcity, and introduced difficulty adjustment.…
This video exposes the biggest gap in wealth management—what advisors deliver vs. what affluent clients actually want. Most clients have never received a truly comprehensive…
Affluent clients trust their advisors—but 82% are disappointed with the actual work product. This video proposes a Financial Advisor Alliance to close that gap, showing…
Part 3 of the Bitcoin history series explores the link between human rights, freedom, and peer-to-peer exchange. Discover why Bitcoin isn’t just tech—it’s about liberty,…
Part 2 of the Bitcoin history series for financial advisors explores the decades of innovation leading to Bitcoin, why it’s more than just an investment,…
This video explains why Bitcoin is essential for high-end financial advisors to understand now, covering exactly how to purchase and custody Bitcoin safely for affluent…
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