Advisor Role-Boundary Checklist

The do and do-not lists that resolve every uncomfortable Bitcoin moment in practice, plus the one boundary sentence worth memorizing.

This template is part of the full Advisor Readiness Kit ($499) and is included with Advisor Bitcoin Readiness Training and the firm workshop tier.

Get the full kit — $499 Schedule an Education Consultation

Two tools from the kit are free to preview: the Client Discovery Questionnaire and the Seed Phrase Red-Flag Protocol.