The Fix Every Financial Advisor Needs

The Fix Every Financial Advisor Needs

Author: Wyatt O'Rourke & Jordan Guess May 20, 2026 Duration: 54:33

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

Bitcoin for Financial Services Podcast
Podcast Episodes
Building Bitcoin Rails For HSAs [not-audio_url] [/not-audio_url]

Duration: 52:35
We sat down with Jon Gordon and Stuart Lackey, co-founders of SoundHSA, to unpack why healthcare costs keep rising, why patients rarely see real prices, and where incentives break when third parties sit between doctors a…
The Fiduciary Case for Bitcoin Allocation [not-audio_url] [/not-audio_url]

Duration: 54:09
In this episode, we sit down with Jirayr, co-founder of Citrin Capital Advisors, to discuss the evolution of a San Francisco-based wealth management firm integrating Bitcoin. We explore the critical comparison between tr…
Bitcoin for Business in Practice [not-audio_url] [/not-audio_url]

Duration: 51:53
In this episode, we sit down with Wesley Schlemmer, President of the Bitcoin Bay Foundation and Executive Director of the Florida Blockchain Business Association. Wesley shares how Florida’s Bitcoin ecosystem has grown f…
Building Intentional Wealth [not-audio_url] [/not-audio_url]

Duration: 1:07:12
In this third episode of BfFS, we sit down with Jim Crider to explore what it means to build intentional wealth in the Bitcoin era. When does Bitcoin belong in an allocation, and when is holding dollars the responsible c…
The CPA Who Orange‑Pilled Finance [not-audio_url] [/not-audio_url]

Duration: 59:32
How do you run a business that thinks in Bitcoin and keeps clean books across Lightning, custody, and payroll? In this episode of BfFS, we sit down with Joe Wood, a CPA who turned his accounting career toward Bitcoin. We…
Planting the Orange Flag [not-audio_url] [/not-audio_url]

Duration: 1:00:42
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, w…