These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.
Firm Management
Operational guides for the business behind the business — CRM setup and a self-assessment for your advisor tech stack.
Checklist
CRM Setup Checklist
Step-by-step configuration guide for Redtail and Wealthbox — fields, tags, pipelines, and integrations for a small RIA.
Reference Guide
CRM Tag Library
A working reference of special service and planning-trigger tags for client segmentation — RMDs, QCDs, Medicare enrollment, catch-up contributions, and more — grouped by category with guidance on when to apply and revisit each one.
Guide
Tech Stack Audit Guide
A self-assessment to identify gaps, redundancies, and integration opportunities across your current advisor tech stack.
These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.