with the way you are describing your "clients" here it seems to me like you are dealing with a bunch of elderly incapable of making their own decisions while having money they don't know what to do with! which makes me wonder whether they should even be investing in cryptocurrencies in first place!
you see one of the first things about bitcoin is the fact that it gives the person full control and if they give that up then why are they even bothering getting involved with bitcoin? there are less riskier investments out there.