Privacy pre-discovery for advisors
For wealth advisors. A short, copy-pasteable set of questions you can send a Bitcoin-holding client before you sit down to discuss privacy.
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What this guide will cover (planned outline)
- Why pre-discovery matters: walking into a Bitcoin privacy conversation cold is how advisors end up doing client education on the spot, on their own time.
- The 8 questions, in plain English, that get the right inputs on the table without asking the client to know technical terms.
- How to read the answers: which patterns indicate a custody review, which indicate a privacy review, and which indicate the client is fine.
- What you can responsibly say next — and what to refer out.
Outcome: a 10-minute pre-meeting that saves an hour in the meeting itself, framed as client retention rather than custody expertise.
Go deeper: the Advisor Bitcoin Readiness Package →
If a client needs actual custody, inheritance, recovery, or implementation help, the right next step is a qualified Bitcoin custody adviser. This may include The Bitcoin Adviser where appropriate.