We’re here to help you focus on your purpose.

The world is changing, advisors are struggling to keep up. Many advisors are at the beginning of their digital transformation journey, trying to get into the AI party but don’t know how to get in. New tools and data are coming out faster than ever before, creating a larger headache for advisors trying to figure out the changing landscape. We research and share actionable steps to navigate the unknown. We are the bridge between behavioral financial planning and the technology needed to elevate wealth management.

We believe in building the foundation for tomorrow’s success, today. We’re here to help you plan with purpose, live with confidence, and transform your practice. How?

The Fundamentals: Documentation and Data Structure.

You cannot build the future of your practice on a shaky foundation. Before you can strategize about tomorrow, you have to understand where your firm is at today: how you collect and store information, your team roles, your firm’s processes, and your philosophy. Documentation will be vital in your firm’s success with technology. As the wealth tech stack grows, advisors tend to focus on the shiny new object. We’re consumed by complex frameworks and a large number of tech products that have created data silos. For your firm to benefit from technology, you will need to process, structure, and own your data.

Gather data that matters: Qualitative data.

In today’s world, data is the new oil. We meet with clients regularly and have yet to harness the potential sitting right in front of us. But what data matters? Collecting meeting notes is only beneficial if you collect the right information. And know how to access those notes years later. It’s important to master the art of asking questions, gathering noteworthy information, and accessing it down the road. You will need to build the pipelines needed to drill and access your data.

Your next employee: AI Agents.

No, AI is not here to take your job. But it is here to enhance your job and help you double down on what you care about. First, we need to offload some work. Figure out what it is that you don’t want to do and join us as we explore how AI agents can be used in our profession. No general bullshit. You will need clear, fundamental processes to create the workflows needed to reduce operational friction allowing you to focus on your purpose.

Our work is an invite to the AI party! Are you coming?

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