Bitcoin for Mortgage Brokers
Many affluent clients already hold Bitcoin. When their exposure becomes meaningful, the dominant risks are operational: exchange exposure, single-signer failure, key loss, and inheritance breakdown. The Bitcoin Adviser helps clients harden custody and inheritance readiness using collaborative security and documented protocols.
What You Get
- 10% revenue share of collected advisory fees from clients you introduce (paid quarterly), for as long as they remain active clients, subject to program terms.
- Higher client trust: you connect clients to a specialist for custody governance and inheritance readiness.
- Low-friction handoff: simple introduction workflow, with updates and transparency.
Educational only · Not financial advice · We provide operational security and inheritance readiness services. Clients should obtain independent financial, tax and legal advice.
How It Works
You stay in your lane. We stay in ours. You introduce clients who already hold Bitcoin (or have independently decided to acquire it) and now need custody governance and inheritance readiness.
Identify the need
The client mentions Bitcoin, custody worries, keeping funds on an exchange, a single hardware wallet, or questions about “what happens if I die?”
Warm introduction
You connect the client to The Bitcoin Adviser. We take it from there: discovery, custody risk review, and an action plan.
We onboard + you’re paid
If the client becomes active, you receive 10% revenue share of collected advisory fees, paid quarterly in arrears, subject to program terms.
What They Actually Need Help With
Bitcoin is a bearer asset: operational mistakes can be irreversible. As holdings grow, clients often want a professional layer that reduces single points of failure and ensures the asset is transferable across generations.
Collaborative Security
Multi-signature (multisig) custody governance that removes single points of failure and reduces the risk of loss, theft, or unilateral control.
Inheritance Readiness
Documented protocols and education so executors, trustees, and beneficiaries can recover Bitcoin without guesswork.
Ongoing Support
Operational guidance for large transactions, security hygiene, and incident handling—without the client needing to become a custody engineer.
Ideal Client Signals
These are common indicators a client will benefit from specialist custody governance and inheritance readiness.
Custody risk signals
- Coins on an exchange “for convenience”.
- Single hardware wallet / single seed phrase controlling everything.
- Fear of theft, phishing, or SIM swap events.
- Unclear backups, fragmented notes, or “I’ll remember it”.
Inheritance risk signals
- “My spouse wouldn’t know what to do.”
- No documented executor/trustee workflow.
- Family office / trust / company structure but no Bitcoin operating procedure.
- Cross-border family complexity or multiple decision-makers.
Important positioning
We do not provide financial advice or asset allocation recommendations. We provide operational security and inheritance readiness for clients who already hold Bitcoin or have independently decided to acquire it.
Earnings Estimator (Run-Rate)
This is a simplified run-rate estimator. It assumes a 1% annual advisory fee for estimation only and calculates your 10% revenue share of that fee. Actual fees and earnings depend on service scope, client retention, and program terms.
Become a Referral Partner
Ready to introduce your first client?
Join our referral program to earn revenue share while helping clients reduce custody and inheritance risk. Review the program terms before participating.
The Bitcoin Adviser provides operational security and inheritance readiness services. We do not provide financial advice.