Notes from firms who left their old CRM behind.

The same AI model can give a generic answer or act like the best financial planner you know, depending on how you structure the prompt. Here are the three C's: capability, constraints, and context.

Noah Hankin, CPA, CFP® · Sep 24 · 7 min

Ten financial advisor workflows you can copy — onboarding, reviews, money movement, compliance — each with a trigger, named steps, an owner, and a clock.

Noah Hankin, CPA, CFP® · Sep 14 · 10 min

A data-backed guide to the RIA tech stack: the core three systems, the tools most firms already run, what to skip, and how to judge integration before you buy.

Noah Hankin, CPA, CFP® · Sep 8 · 10 min

Switching off Redtail is easier than the fear of it. Here's an honest look at how the migration works, what drives the timeline, and what to ask before you commit.

Noah Hankin, CPA, CFP® · Jul 20 · 5 min

Two leaders at very different firms, one shared standard: judge a CRM not by its demo, but by whether your team still uses it a year later.

Noah Hankin, CPA, CFP® · Jul 17 · 4 min

Robo-advisors raised the bar. AI is about to raise it again. The advantage that survives both isn't personalization—it's the connected data that makes personalization possible.

Noah Hankin, CPA, CFP® · May 6 · 3 min

Over the next decade, 41 million Americans will prepare for retirement. AI can amplify the impact of existing advisors starting today.

Noah Hankin, CPA, CFP® · Mar 5 · 3 min

Advisors can use AI safely—by safeguarding and redacting sensitive data before it ever leaves their system.

Max Metcalf · Feb 17 · 4 min

Most CRMs just look backward—great advisors, however, try to stay proactive, personal, and ahead of what's next.

Noah Hankin, CPA, CFP® · Feb 2 · 4 min

AI is changing the world and the financial services industry is ripe for disruption. Relationships, judgment, and timing will matter more than ever.

Thomas Clawson · Aug 26 · 3 min