Planting the Orange Flag

What happens when financial advisors dismiss Bitcoin as a passing trend, only to watch clients walk away? How do you build trust in an industry riddled with scams and short-term thinking? In this first episode of BfFS, we explore the gaps in traditional finance, where fear meets opportunity, and what it means to "Plant the Orange Flag" as a professional. From tax strategies to custody tradeoffs, the rules are being rewritten. Will you adapt or get left behind? Chapters 00:00:00 Welcome to Bitcoin for Financial Services 00:03:11 Wyatt O'Rourke: Basilic Financial background 00:05:52 Jordan Guess: CPA and Bitment introduction 00:08:41 Origin story: how we met and teamed up 00:12:39 Planning and running the inaugural summit 00:23:49 Why advisors must embrace Bitcoin now 00:30:50 Business model shifts and custody questions 00:36:12 Due diligence for Bitcoin service providers 00:46:12 Podcast details and community building 00:57:14 Events, announcements, and closing statements Host Links Jordan Guess: X: https://x.com/jordanguess Discord: https://discord.com/invite/Xg55GVkc3f **Wyatt O'Rourke: **X: https://x.com/wyattorourke_ Website: https://www.basilic.io/ **Bitcoin for Financial Services Media Links: **X: https://x.com/BFFS_media Website: https://bffs.media/ YouTube: http://www.youtube.com/@BFFS_Media Check out our awesome show sponsors! Basilic Financial: Your wealth deserves intention. Basilic Financial is a Bitcoin-focused wealth management firm that helps clients find balance between money and meaning. Basilic integrates sound‑money strategies across four personalized services: financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. https://www.basilic.io/ Bitment: Tired of messy CSVs and broken cost basis? Bitment is the first Bitcoin-native accounting platform for CPAs, advisors, miners, and serious investors, delivering clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. Ditch the headaches with robust accounting for the hardest money on earth. https://www.bitment.co/ Satoshi Pacioli: Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Satoshi Pacioli handles bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals. Work with advisors who speak Bitcoin and keep you compliant while building long-term value. https://satoshipacioli.com/