From the Blog
Practical guidance on CRM configuration, workflow design, automations, and tech-stack optimization — written for advisors building scalable firms.
What a state examiner's audit letter reveals about your CRM — and the 8-question test to run on your records before they ask.
CRM & WorkflowMost firms don't have a CRM problem, they have a CRM maintenance problem. A simple daily, weekly, monthly, and quarterly rhythm to keep your data clean and trustworthy.
OperationsMost SOPs fail not from bad training, but bad design. A 7-step, behavior-science framework for getting your team to actually follow procedures.
CRM & WorkflowAdvisors ask me which CRM is the best one on the market. My answer surprises most of them: it's not Redtail, Wealthbox, or Salesforce, it's whichever one you'll actually use.
Tech StackThe Kitces FinTech Map lists 400 tools for advisors. Do you need them all, or are you paying monthly for apps that don't add value to your clients?
Advisor WellbeingImposter syndrome is common among solo RIA owners, and it's not a sign of incompetence. Four practical steps to quiet the self-doubt, starting today.
CRM SetupA near-disaster during a coastal sailing delivery taught me why rushing to hit a launch deadline is the most dangerous thing a new RIA owner can do to their CRM.
CRM & WorkflowBefore you subscribe to another shiny advisory app, audit your CRM first. Most RIAs need optimized workflows, clean data, and better integrations, not another tool.
CRM & WorkflowA modular approach to CRM workflows can make your practice more resilient, easier to maintain, and faster to scale.
AI & TechnologyNot all AI-marketed software is the same — and advisors who don't understand the difference may be putting client data at risk. A plain-language guide to separating glitter from gold.
CRM & WorkflowMost workflows have a launch plan — but no exit strategy. Here's how to build life rafts into your processes before things go sideways.
Voice & AuthenticityAI writes content that sounds like everyone else. Your shitty first draft sounds like you. A plea for original thinking and writing that is actually yours.
Work & LifeSchool is out for summer — and so is your sanity. How to find a way to enjoy the summertime with kids and still get the work done.
Advisor WellbeingSolo RIA owners often find themselves buried in back-office tasks that have nothing to do with financial planning. Here's how to identify the trap — and build your way out.
OperationsSolo RIA owners often find themselves buried in back-office tasks that have nothing to do with financial planning. Here's how to identify the trap — and build your way out.
OperationsMost SOPs live in a folder and get ignored. The difference between one that works and one that doesn't comes down to structure — and who was in the room when it was written.
AutomationsFrom client birthday reminders to automatic meeting prep checklists — these five automations save hours every week without replacing the advisor relationship.
CRM SetupMost advisory CRMs fail not because of the software — but because the configuration never matched how the advisor actually works. Here's how to diagnose and fix it.
Tech StackChoosing the right CRM and tech stack for your RIA is a lot like building a home. How to plan for data flow, scalability, integrations, and usability before you break ground.
OperationsRIA advisors miss critical steps not from carelessness but from complexity. What checklists actually do for your operations and client service.
StrategyA framework for identifying the 20% of operational projects that will deliver 80% of the impact — so you know where to start before we start building.
Change ManagementWhy RIA workflows fail and how to fix them. The Rider, Elephant, and Path framework for building processes that actually stick in your advisory firm.
OperationsCleaned up the same CRM mess twice? Recurring RIA operations problems point to system structure, not people. How to find and fix the root cause.