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The Capacity Problem

Email management

Insurance advisors

+20

Stop keeping up with the Joneses' tech stack

Oct 5, 2026

•

4 min read

Stop keeping up with the Joneses' tech stack

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

Emile McLean
Emile McLean

Insurance advisors

+13

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

Apr 27, 2026

•

4 min read

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

Emile McLean
Emile McLean

The Capacity Problem

Fixing the operational drag that keeps financial advisors stuck in admin instead of with clients.

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