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Ask any senior advisor what they wish they had more time for. Client conversations. Planning work. Business development. Ask them what they actually spend their afternoons on. A disconcertingly common answer involves updating records in three different systems that all store the same information but do not share any of it. This is not a […]
The advisory firm that builds its compliance process around a two-week sprint before every examination is not running a compliance program. It is running a cleanup crew. The sprint produces a document. But the document is a reconstruction of what the program was supposed to have captured all year. Regulatory examiners know the difference. The […]
CRM adoption at advisory firms has reached 91 percent (T3/Inside Information 2026 Software Survey). That means almost every firm has a CRM. What that number does not capture is how many of those firms have a CRM their advisors actually use versus a CRM their advisors work around. Redtail and Wealthbox are well-built tools, each with a strong track record in the wealth advisory […]
Quick Answer – You can automate client onboarding by connecting the tools you already own. One intake form can create the CRM record, send the e-signature request, and open the account at once. This removes manual steps and repeat data entry. Firms that do this cut onboarding from days to under an hour of staff […]
