Welcome to Model FA Episode 194! David DeCelle sits down with Chris King, CEO of Eagle Brook Advisors, to dive deep into the evolving world of crypto in financial planning. Chris shares his journey from early Bitcoin research in college to building Eagle Brook, a leading digital asset platform for RIAs. Discover how Eagle Brook empowers advisors with automated tax loss harvesting, direct Bitcoin ownership, and seamless integration with major reporting platforms.

In this episode, you'll learn:

• Chris King's backstory and what inspired him to launch Eagle Brook Advisors
• The unique value proposition of Eagle Brook for RIAs and their clients
• How automated tax loss harvesting works and why it's a game-changer for Bitcoin investors
• The importance of direct Bitcoin ownership versus ETFs and retail platforms
• How Eagle Brook ensures institutional-grade security and compliance
• Trends in crypto allocations among high-net-worth clients and advisors
• The educational resources Eagle Brook provides to empower advisors
• What's next for Eagle Brook, including product roadmap and market expansion

Whether you're a financial advisor curious about crypto or an investor seeking smarter ways to manage digital assets, this episode is packed with actionable insights and real-world examples

Connect with Chris:

LinkedIn: https://www.linkedin.com/in/christopherking7/

Website: https://eaglebrook.com/

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About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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