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.