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The Block Size Wars revealed Bitcoin’s strength—choosing decentralization and discipline over shortcuts. While forks like Bitcoin Cash faded, Bitcoin’s resilience and scarcity proved unshakable. For…
In Bitcoin’s early days, hackers tried to break its 21 million cap—but every attack only made the network stronger. For financial advisors, the lesson is…
Part 2 dives into Stage I: replacing the flimsy “financial plan” with a Comprehensive Written Lifetime Financial Strategy built on the OST framework, Objectives, Strategies,…
In this first video of a four-part series, I share my journey from being a top investment advisor with 1,242 clients to building a business…
Affluent Ideal Clients want more than investment returns—they want clarity, trust, and a comprehensive financial strategy. This video breaks down what truly matters most to…
Discover the essential financial planning checklist that high-end advisors use to stay organized, deliver extraordinary value, and ensure no detail is overlooked when guiding affluent…
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…
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