#12 Mark Martin: From Anaesthetist to IFA: Nodes, CGT Records & Getting Off Zero
Former anaesthetic registrar Mark Martin shares his path into running a financial advice firm; Why 0% = shorting Bitcoin; And how he’s leveling up by running his own node and tightening CGT record-keeping to protect clients from HMRC pain; We also dig into the practical Bitcoin rails and UK ETN readiness for advisers. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Problem’ by Joe Bryan: https://bit.ly/jbwtp DISCLAIMER: This podcast is for FCA-authorised financial advisers only and is not for retail clients. The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments. This content is for educational purposes only. Always do your own research and consider all relevant risks before making any investment decisions.
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#11 Ric Edelman on Bitcoin, Regulation, and Why Advisers Should Consider Diversifying into Bitcoin
In this episode, Dan sits down with Ric Edelman, one of the most influential financial advisers in the U.S. and a vocal advocate for responsible Bitcoin education.Ric is the founder of Edelman Financial Engines, a $300B advisory business, and has been ranked the #1 independent financial adviser in the country by Barron’s. He’s the author of 13 bestselling books and the founder of DACFP, the Digital Assets Council for Financial Professionals, which has trained thousands of advisers globally on Bitcoin and blockchain.In this wide-ranging conversation, Dan and Ric cover:Why traditional portfolio theory includes a Bitcoin allocationThe six major myths advisers still believe about BitcoinHow rebalancing Bitcoin volatility can boost portfolio returnsRic’s personal Bitcoin story (and why most people reject it at first)Why waiting too long to buy Bitcoin is the speculative moveHow to deal with quantum computing, client objections, and professional egoWhether you're crypto-curious or crypto-critical, this episode gives an articulate case for including Bitcoin in modern financial planning. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Problem’ by Joe Bryan: https://bit.ly/jbwtp DISCLAIMER: This podcast is for FCA-authorised financial advisers only and is not for retail clients. The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments. This content is for educational purposes only. Always do your own research and consider all relevant risks before making any investment decisions.
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#10 James Priday on Running a Bitcoin Portfolio and a Regulated Advice Firm
In this episode, Dan speaks with James Priday, CEO of P1 Investment Management and MD of Prydis Wealth, about the unique position he holds at the intersection of regulated advice and forward-thinking Bitcoin investing.James is behind one of the UK’s first Bitcoin-inclusive regulated investment solutions, a rare offering in the current compliance-heavy landscape. We dive into how he balances his fiduciary responsibilities with his personal conviction in Bitcoin, the demand from clients, and how he sees the future of regulated crypto access evolving in the UK.Whether you're a sceptical adviser, curious investor, or compliance-conscious wealth manager, this conversation is packed with insights you won’t want to miss. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Problem’ by Joe Bryan: https://bit.ly/jbwtp DISCLAIMER: This podcast is for FCA-authorised financial advisers only and is not for retail clients. The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments. This content is for educational purposes only. Always do your own research and consider all relevant risks before making any investment decisions.
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#9 Victoria Hicks: Scaling, Exiting, and Why Advisers Shouldn’t Ignore Bitcoin
In this episode, Dan speaks with Victoria Hicks, CEO of MELO, the UK’s leading growth and exit partner for financial advice firms.They dive into how advisers can grow, scale, or exit their businesses more effectively, and why Bitcoin is a topic no forward-thinking firm can afford to ignore.From adviser consolidation trends to the mindset shift needed for digital assets, this episode is essential listening for any IFA thinking about their firm’s future in a changing world.Whether you're planning to scale, sell, or simply adapt to what’s next, Victoria shares hard-earned wisdom on building sustainable value in the advice profession. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Problem’ by Joe Bryan: https://bit.ly/jbwtp DISCLAIMER: This podcast is for FCA-authorised financial advisers only and is not for retail clients. The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments. This content is for educational purposes only. Always do your own research and consider all relevant risks before making any investment decisions.
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1:21:10
#8 Chris Clark on Balancing Bitcoin Beliefs with FCA Compliance
In this episode, Dan speaks with Chris Clark, owner and IFA at Advance Wealth and a passionate Bitcoiner.Chris shares his personal Bitcoin journey, from curiosity to conviction, and the real-world challenges of holding that conviction within the confines of FCA compliance.They discuss how Chris is preparing for the eventual lifting of the UK’s retail crypto ban, what it’s like being a Bitcoiner in a regulated advice firm, and why more advisers need to get up to speed, before clients start asking the hard questions.If you're an adviser who's curious about Bitcoin but operates with strict compliance, this episode is for you. Enquire about P1 Investments here - marketing.p1-im.co.uk/bitcoinifa Website - www.thebitcoinifa.com We always recommend watching ‘What’s the Problem’ by Joe Bryan: https://bit.ly/jbwtp DISCLAIMER: This podcast is for FCA-authorised financial advisers only and is not for retail clients. The views expressed in this content, and all other content on this channel, are those of the individuals speaking and do not constitute financial advice or a recommendation to invest in any product, asset, or strategy — including those discussed in sponsored segments. This content is for educational purposes only. Always do your own research and consider all relevant risks before making any investment decisions.
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