Salesforce plans to charge you every time your AI tool uses your CRM

Potential costs for your practice, why I believe this is a misstep, and recommended actions before signing any agreement

Three tasks your CRM should handle during your meetings

Set up a booking link, an intake form, and a date alert this week. No new vendors are required.

Put a watchdog in your AI settings

One prompt in your personalization settings gives every conversation a second read before anyone acts on it.

Stop keeping up with the Joneses' tech stack

Four jobs worth paying for, and a one-page test for everything else

Before your next hire: document one week of unnecessary work

Why AI comes last

AI on a broken foundation does not fix a practice. It makes the mistakes faster and more confident

The wrong AI consultant will cost you more than time

Five questions every advisor should ask before signing anything, drawn from hundreds of conversations across Canada and the United States.

Your client does not care about your CRM. They care that you followed through

Operational improvement only matters if the person it is supposed to reach can feel it

The annual review you skipped is costing you more than you think

Every client you did not call last year is a client someone else will contact this year

They promised you 10 hours back. Ask them these 5 questions first

The AI consulting space is filling with generalists. Here is how to tell who has actually done the work.

The AI tool you used yesterday might be your next compliance problem

If you would not email it to a client, do not paste it into a chatbot.

Your CRM is a contact list. That is the problem

Many advisors paid for a system of record and built a phone book instead.

Your carrier illustration is not a client experience. The bar to change that is lower than you think

How a redacted Excel file produced a presentation-ready, interactive whole life dashboard.

NIGO rates are a process problem. The fix happens before you hit submit, not after the carrier returns it

How a pre-submission checklist and 60 days of tracking eliminate the rework quietly draining your practice.

You scheduled 200 annual reviews last year. How many actually happened?

I ask this question in almost every first or second conversation with a practice. And the honest answer is almost always that a meaningful number of the reviews that were originally targeted did not happen.

Your referral pipeline is a leaking bucket

And most practices do not know where it drains.

Stop spending hours on survey analysis. Let AI tools deliver insights in minutes

See how AI transforms client feedback into actionable strategies, instantly and affordably.

Your AI is lying to you with kindness. Here's the fix

Anthropic's attack ad on ChatGPT exposed a bigger problem—and a simple prompt that makes AI actually useful

Hiring without onboarding and goal-setting is a retention risk and a capacity leak

Why most advisors aren't using AI, and how to start