Alex Pron, founder of Crossover Capital, joins Marc Bernstein to reveal how independent financial advisors are empowering clients with education on Bitcoin and alternative investments. After 12 years at Merrill Lynch, Alex left to start Crossover Capital when he realized his clients weren’t being given the knowledge they needed to make informed decisions—especially about Bitcoin.
In this episode, Alex uncovers the alarming reality behind SEC fines levied against major institutions like Wells Fargo and Merrill Lynch, highlighting how these practices have cost clients millions. He also explains how AI and technology enable smaller advisory firms to compete with financial giants while providing the specialized education traditional firms often ignore.
Key Takeaways:
- Why Independent Advice Matters: Discover how fee-only advisors provide unbiased recommendations that protect your wealth.
- The SEC Fines Scandal: Learn why clients need to stay vigilant about financial institutions' practices.
- AI and Technology in Finance: Understand how smaller firms leverage innovation to offer competitive services.
- Bitcoin’s Institutional Adoption: Explore the significance of BlackRock, Congress, and hedge fund leaders embracing Bitcoin.
Tune in to gain knowledge and information about Bitcoin.
About Alex Pron, CFP®, CBDA:
Financial advisor who broke away from Merrill Lynch, where he wasn't allowed to educate his clients on why they should own bitcoin. Alex founded Crossover Capital, an SEC registered, fee-only firm, to help advise clients on 3 things: 1) What you should know about bitcoin; 2) how do you properly secure your bitcoin from loss or theft; and 3) timing of bitcoin--when does it make sense to buy bitcoin and when does it make sense to play some defense and take some chips off the table.
Connect:
Website crosscapadvisors.com
LinkedIn linkedin.com/in/alexandermpron
Instagram instagram.com/crossover_alex
X x.com/Crossover_Alex
This episode is brought to you by Crossover Capital; make informed decisions about your financial future. Go to crosscapadvisors.com to learn more.
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