What You'll Learn In Today's Episode:

• Investing in Bitcoin carries both risks and potential benefits.
• The value of Bitcoin could increase significantly in the future, but it remains a speculative asset.
• Value adds should set the tone for client meetings.
• Client communication is essential for successful advising.

In this recap episode, Amber shares highlights of a heated debate about Bitcoin’s place in financial advising and an insightful exploration of value add strategies during surge periods.

Monday’s episode featured a face-off between Matt and guest Isaiah Douglass from Swan Bitcoin, moderated by David Decelle from Model FA. The debate centered on Bitcoin’s role in investment portfolios, with Matt expressing skepticism about its utility beyond gambling and criminal activity. In contrast, Isaiah passionately argued for Bitcoin’s potential as a transformative technology in human history.

Thursday’s encore episode featured Jamie’s insights on implementing value adds during surge periods and optimizing post-surge activities. Jamie stressed the importance of planning value adds a year in advance, rotating them every few years to accommodate changing client needs. Post-surge activities include thorough debriefs, analyzing trends in client questions, and fostering team collaboration.

Resources In Today's Episode: