The Slant blog
Migration walkthroughs, workflow teardowns, and honest takes on where AI actually helps an RIA. Written by the people who run these migrations — no gated whitepapers.
Featured
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 read
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
Be the reason behind the retirement party, the second home, the peace of mind.