What RIA Leaders Actually Look for in a CRM
Featured
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 read
The Slant blog
Notes from firms who left their old CRM behind.
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.
Advisors Have a Data Problem
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
The great CRM reversal
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
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