Insights

Where technology meets the RIA.

Practical writing on operations, automation, and AI for independent advisory firms. No hype, no vendor pitches, just what actually works inside a practice.

CRM & PipelineAugust 10, 2026·5 min read

Your CRM isn't the problem. Your inputs are.

Every advisor I meet wants to switch CRMs. Almost none of them need to. The system you're mad at is usually starving, not broken.

AutomationAugust 3, 2026·5 min read

The 40-hour week hiding inside your practice

At a software company, I once cut a weekly reporting process from 40 hours of human effort to 4. Advisory firms are sitting on the same buried time.

AI & ComplianceJuly 27, 2026·6 min read

AI won't get you fined. Ungoverned AI will.

Most RIAs are stuck between two bad options: ban AI and fall behind, or let everyone freelance and pray. There's a third option, and it's not complicated.

OperationsJuly 13, 2026·5 min read

What I look at first in a tech stack audit

It's never the software list. Two firms can own identical tools and one runs like a machine while the other runs on heroics. The difference is in the seams.

StrategyJune 29, 2026·5 min read

Small firms have an automation advantage. Most waste it.

I've built automation at global scale and at five-person scale. Small is faster, cheaper, and more forgiving. So why do big firms run circles around small RIAs?

Client ServiceJune 15, 2026·4 min read

The annual review that schedules itself

The most important recurring event in your client relationship shouldn't depend on anyone's memory. Here's the exact automation, start to finish.