Inspiration & Insights
Marissa Huggins
4 minutes
What Is an API? The Plain-English Answer Every RIA Needs
Your RIA runs on more software than ever. Most of it doesn't talk to each other. Here's the two-minute explanation that changes how you see your tech stack — and what you can do about it.
Marissa Huggins
4 minutes
Your firm's data is duct-taped together, and it's quietly capping your growth
Scattered data across your CRM, planning, and portfolio tools is the hidden tax on a mid-size RIA. Here's what one source of truth actually changes.
Marissa Huggins
4 minutes
If AI is only taking your meeting notes, you're using 10% of it
The highest-leverage place to point AI isn't the meeting. It's the hour before it.
Anthony Nagendraraj
4 minutes
"ChatGPT does this for free" is not a question about money.
It's the easiest sales objection you'll ever get, and the one most advisors completely fumble.
Marissa Huggins
9 minutes
The SpaceX IPO just minted 4,400 millionaires overnight, and almost every RIA in the country watched it from the sidelines
How many of those 4,400 brand-new millionaires are your clients, and if the honest answer is close to zero, what exactly does that tell you about how your firm finds new money?