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
Lots of questions, lots of paperwork, advice that leads with value, realistic investment expectations, and fees they fully understand. Here's what a prospect expects when they hire a financial planner.
Noah Hankin, CPA, CFP® · Oct 2 · 11 min read
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
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
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
Be the reason behind the retirement party, the second home, the peace of mind.