Why Tech Is a Team Sport

Efficient tech operations depend on clearly defined positions and a bench for when someone is taken out of the game.

Automate Your Client Journey Without Breaking It

Presented with PreciseFP. Advisors know they need automation — but too often, firms jump into tools without fixing broken processes first. In this webinar, Charesse Spiller, Founder of Level Best and Creator of FinOps Co-Op®, shares how to simplify operations, save time, and deliver a consistent client experience. You’ll learn how to:✅ Audit your current […]

Working Smarter: The Real Power of Automation in Advisory Firms

Presented with Hubly. Automation isn’t about replacing people — it’s about reclaiming time, reducing burnout and creating space for more meaningful client work. If your team is stuck in the weeds or growth is starting to feel like a burden, it might be time to rethink your processes. Watch the full conversation below. Ready to […]

Tech-Driven Ops: Transform Your Advisory Practice

In this episode of The Modern Advisor Podcast, I sat down with host, Chris Arnold to dive into how financial advisors can harness technology to drive operational excellence and scale their practices effectively. I shared my expert insights on: • Essential technology audits advisors must perform regularly.• Leveraging AI tools beyond basic note-taking, from client […]

The 8-Step Automation Audit Framework

Please note: This blog was originally written for the Journal of Financial Planning. Many advisors are limiting their firms’ growth potential because they’re hesitant to implement automation.  The reasons for this hesitation are deep-seated and multifaceted. When I work with advisors and their teams, I hear questions like: The truth is that automation is a […]

Reevaluating Your Tech Stack As Your RIA Scales

Unfortunately, between the “busy”-ness of running a business, and other CEO obligations, ensuring that your firm’s tech stack is streamlined and fully operational can be a challenge.