Step 1
Structure the first conversation
Use the discovery questionnaire to understand motivation, knowledge, risk tolerance, custody comfort, and estate considerations before recommending any path.
Start with client discovery, move into allocation, then evaluate custody without pretending to be the implementation expert. This toolkit is designed for live advisor conversations and produces clean summaries you can print to PDF or save in a client file.
Use the discovery questionnaire to understand motivation, knowledge, risk tolerance, custody comfort, and estate considerations before recommending any path.
Run a fast allocation scenario so the client can see the proposed Bitcoin amount, volatility impact, and whether the sizing still fits the conversation.
Compare ETF, exchange, self custody, and collaborative custody across security, control, complexity, and counterparty risk.
Use this in almost every first meeting with a client who is curious about Bitcoin. The goal is not to recommend Bitcoin automatically. The goal is to guide a responsible conversation and determine whether the client needs education, portfolio guidance, or specialist help.
Use this after discovery when the client wants to see what a Bitcoin allocation would mean in portfolio terms. Keep the sizing practical and compare the proposed allocation against the client’s stated comfort zone whenever possible.
Advisors guide the decision. Specialists implement security. Use this framework when the client wants to move from interest into implementation and needs a practical custody lane that matches allocation size, technical comfort, security priorities, and estate planning needs.
Simple, familiar, and easy to fit into standard account structures.
Easy access and liquidity, but still dependent on the exchange.
Direct key control with lower counterparty reliance, but more operational responsibility.
Multisignature design that supports stronger governance for larger or more complex holdings.
When the conversation moves into family access, beneficiary readiness, or direct ownership after death, continue with the estate planning module.
Use the practice module when you want to turn discovery, allocation, and custody conversations into a repeatable service lane inside the advisory firm.
When the client needs collaborative custody or more technical implementation help, use the specialist module to define the boundary clearly.