The Fix Every Financial Advisor Needs

The Fix Every Financial Advisor Needs

Author: Wyatt O'Rourke & Jordan Guess May 20, 2026 Duration: 54:33
Bitcoin for Financial Services Podcast
BusinessInvestingTechnology

Most financial professionals start a podcast thinking it will grow their business. Brandon Keys says you are doing it backwards. Jordan and Wyatt sit down with Brandon Keys from Green Candle to get his unfiltered take on why personal brand has to come before the podcast, what it actually takes to build content that converts, and how financial professionals can stop trading time for leads.

Brandon breaks down his own journey from forensic engineer to full-time Bitcoin media strategist, why Bitcoiners can spot inauthenticity from a mile away, and what the give first mentality looks like when you are trying to build trust in financial services. Jordan and Wyatt get into the one-to-many content strategy that replaces the endless cycle of cold intro calls, why evergreen YouTube videos are the most underrated client acquisition tool in the industry, and what actually causes most people to quit content after two or three videos.

We close out with Brandon's honest breakdown of what he would do differently if he were starting over, why now is the best time to build a personal brand given where we are in the AI cycle, and how to reach him if you are ready to stop figuring it out alone.

Chapters [00:00] Intro [01:41] Personal Brand vs. Podcast — What to Build First [07:30] Being Authentic Without Alienating Clients [12:07] How Brandon Got Into Bitcoin [18:18] How Bitcoiners Think and How to Approach Them [24:08] The One-to-Many Content Strategy for Advisors [39:02] Why Most People Quit Content After Three Videos [41:33] How to Build a Process That Lasts [50:06] Where to Find Brandon

Guest Links Brandon Keys

X: @keysopen_doors

Youtube: https://www.youtube.com/@greencandle

Host Links Jordan Guess

X: x.com/jordanguess

LinkedIn: linkedin.com/in/jordan-guess-cpa

Website: bitment.co

Wyatt O'Rourke

X: x.com/wyattorourke_

Website: basilic.io

Bitcoin for Financial Services Media

X: x.com/bffs_media

Website: bffs.media

YouTube: @bffs_media

Show Sponsors Basilic Financial — Your wealth deserves intention. Basilic is a Bitcoin-focused wealth management firm helping clients find balance between money and meaning. Financial planning, individual wealth management, retirement services for SMBs, and Bitcoin financial services. 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. Clean Bitcoin bank statements, reliable cost tracking, full reporting, and seamless fiat integration through Plaid. bitment.co

Satoshi Pacioli — Run a Bitcoin business? Meet your full-service accounting and tax partner built for the Bitcoin economy. Bookkeeping, financial reporting, tax compliance, and strategic planning for companies and individuals who speak Bitcoin. satoshipacioli.com


You’ll find Bitcoin for Financial Services Podcast lives at the intersection of established finance and a rapidly evolving digital asset landscape. Hosts Wyatt O’Rourke and Jordan Guess bring distinct, grounded perspectives to each conversation. Wyatt, author of The Bitcoinization of Finance and founder of Basilic Financial, operates daily in the practical work of connecting traditional wealth management with Bitcoin’s emerging economy. Jordan’s complementary expertise allows them to dissect complex developments with clarity. Together, they move beyond hype to examine the tangible mechanisms, regulatory shifts, and institutional adoption that are actively restructuring financial services. This isn't about abstract theory; it's a close look at the tools, strategies, and real-world implications for professionals and serious investors. Each episode of this podcast feels like a focused discussion, unpacking how Bitcoin technology influences everything from portfolio construction to payment systems. If you're navigating the convergence of legacy systems and cryptographic innovation, the dialogue here provides a necessary and nuanced compass. Tune in for analysis that respects the depth of both finance and the foundational technology changing it.
Author: Language: English Episodes: 27

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Bitcoin for Financial Services Podcast
Podcast Episodes
How River Hit Its Highest Volume Month Ever During a Market Crash [not-audio_url] [/not-audio_url]

Duration: 59:06
When Bitcoin's price dropped and sentiment hit the floor in February 2025, most people expected adoption to slow. River's numbers told a completely different story… their highest volume month ever. In this episode, we si…
The $4,000 Rug Pull: Why Fiat Payments Break Small Businesses [not-audio_url] [/not-audio_url]

Duration: 55:59
This episode, we sit down with a payments veteran with 15+ years of payment innovation experience to dissect the inherent flaws of modern credit card rails and fiat payment systems. As financial professionals, we often s…
The Real Reason You Lose 8% Every Year [not-audio_url] [/not-audio_url]

Duration: 59:00
In this episode, we sit down with a CPA and financial advisor to deconstruct why traditional value investing models are failing in the current economic environment. We explore the critical flaw in modern accounting, whic…
Ex-Apple Engineer Reveals How AI Is Stealing Your Data [not-audio_url] [/not-audio_url]

Duration: 1:04:31
We sit down with a privacy-focused AI founder to discuss the massive security holes in popular tools like ChatGPT and Claude. The convenience of these models often comes at the cost of client confidentiality and transpar…
1 Billion Users: Why the Lightning Network is Winning [not-audio_url] [/not-audio_url]

Duration: 48:18
We sit down with Lightning Network executive Bobby Shell to explore how Bitcoin is maturing from a tinkerer's hobby into an essential enterprise powerhouse. We break down the massive shift in payment rails, revealing how…
Mortgage Insider: Use Your Bitcoin To Qualify Now! [not-audio_url] [/not-audio_url]

Duration: 52:31
We explore a massive breakthrough for Bitcoiners looking to enter the real estate market. For years, traditional banks have forced us to liquidate our stack or denied loans because our wealth is not in fiat. In this epis…
Why Your Business Needs An Anti-CBDC Strategy Now [not-audio_url] [/not-audio_url]

Duration: 59:50
In this episode, we sit down with Adam Simecka to discuss the critical importance of building tools for independent value transfer in an increasingly surveilled world. We explore why self-custody is the only true protect…
Why 99% of Advisors Will Be Unemployed in 3 Years [not-audio_url] [/not-audio_url]

Duration: 1:08:45
We sat down with Zach Wischler, Director of Sales at Casa, to dismantle the false security of the ETF narrative and explore the future of wealth preservation. While Wall Street pushes paper Bitcoin, the real value for hi…
CFO Reveals the 4 Types of Bitcoin Treasuries [not-audio_url] [/not-audio_url]

Duration: 1:01:52
We sit down with Travis MacDonald, a CPA and CFA who left the traditional M&A world to build financial infrastructure for the Bitcoin economy. He breaks down why the Bitcoin Treasury narrative is often oversimplified and…
Profitable Businesses Choose Bitcoin [not-audio_url] [/not-audio_url]

Duration: 56:49
In this episode, we sit down with Brandon Karpeles of Sovereign to unpack why so many businesses are failing under leverage and why Bitcoin changes that equation. Brandon shares his journey out of traditional finance, wh…

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