AI tools

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

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

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.

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 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.

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