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…
REAL ARTISTS SHIP. That was Steve Jobs’ mantra in 1983, as the original Macintosh project spiraled way behind schedule. The team was full of brilliant…
The Most Powerful Proof-of-Concept in Bitcoin History A most fascinating thing happened this week in the Bitcoin world, a movement in Bitcoins with lots of…
Massive Technology Disruption for Financial Advisors is Coming Financial Advisors are having to lean new technologies all the time. When I first became a Financial…
What Financial Advisors Miss About the Wealth Gap Many financial advisors, like you and me, serve high-net-worth families—but how often do we stop and consider…
That Nagging Feeling About Bitcoin? It Might Be Your Fiduciary Duty Calling. Fellow Financial Advisors,Ever had that nagging feeling you’re missing something BIG? I’ve been…
It’s time to sit down with clients in advance to proactively calm nerves anticipating increased volatility over the next few years, during a recalibration of…
When Accounting Rules Quietly Rewrite Reality As Financial Advisors for retail clients, over the years we become familiar with accounting rules and standards incidental to…
What do a world-class wedding cake and Bitcoin have in common? 🧁 Cake International is the world’s premier baking competition. Think of it as the…
🔑 The 5 Best Words for You to Describe Bitcoin to Clients If you’re a High-end Financial Advisor trying to explain Bitcoin in a clear,…
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