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- Noah Hankin, CPA, CFP®

Author
Noah Hankin, CPA, CFP®
Director of Financial Planning, Slant
Noah leads financial planning at Slant, where he shapes how the CRM supports planning and AI-assisted advisor workflows. A CPA and CFP® professional, he came to Slant from Foundry Financial, where he built tax-focused retirement plans and supported advisors on plan development, monitoring, and tax preparation. He studied personal financial planning, accounting, and operations management at the University of Colorado Boulder.
9 posts
- Practice growth5 things to expect when working with a wealth advisorOct 2 · 11 min
- AI & automationThe 3 C's of AI prompting for financial advisorsSep 24 · 7 min
- AI & automationFinancial advisor workflows: 10 templates you can copySep 14 · 10 min
- Practice growthThe RIA tech stack in 2026: what to buy, what to skipSep 8 · 10 min
- MigrationsSwitching From Redtail: What to Expect, What to Ask, and How Long It TakesJul 20 · 5 min
- Practice growthWhat RIA Leaders Actually Look for in a CRMJul 17 · 4 min
- Practice growthAdvisors Have a Data ProblemMay 6 · 3 min
- AI & automationAdvisors matter: human first, AI-poweredMar 5 · 3 min
- Practice growthThe great CRM reversalFeb 2 · 4 min
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