Work through realistic client cases so you can decide what the advisor should handle, what should be documented, and when specialist help becomes necessary.
Case work reveals whether the framework is usable. The goal is not to memorize one perfect answer; it is to recognize the pattern and choose the right workflow quickly.
The conversation centers on position size, behavioral tolerance, and keeping operations simple. Specialist involvement may not be necessary.
Now the custody architecture and inheritance plan matter as much as the investment thesis. Specialist coordination becomes central.
The advisor needs visibility, documentation, and tax coordination even if the Bitcoin is not yet under the advisory umbrella.
Pick the case profile and see which lane the workflow should follow.
Choose your inputs and generate tailored guidance.
Advisor responsibility: Recognize the client pattern quickly, choose the right workflow, and keep ownership of the relationship and decision sequence.
Specialist responsibility: Enter the workflow when custody, inheritance, or technical implementation risk becomes central to the case.
The advisor owns the client workflow. The specialist owns the technical execution lane inside that workflow.
This module is designed to stay practical and verifiable. Use these reference points when you adapt the material for client-facing use.
Test your understanding of the key concepts from this module.