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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 firms, or firms who are
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 reminder that Bitcoin was born
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. Discover why this breakthrough still
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 written lifetime financial strategy. Learn
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 how you can deliver what
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, and why clients will expect
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, and how it could challenge
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 Ideal Clients. ==========If you’re the
This is the first video in a new series on the history of Bitcoin, told from a financial advisor’s perspective. It explains why Bitcoin exists and why advisors should dedicate
This video explains why Bitcoin itself cannot be hacked, despite misleading headlines about Iran and Israel. It clarifies the difference between attacks on centralized financial infrastructure versus Bitcoin’s decentralized network,
Mark Little is the ‘regular guy’ Financial Advisor whose unconventional approach to financial services acquired 1,242 clients.
Then in just 34 months he rebuilt his business from the ground up, shattering international records and boosting revenue by 412%
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