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The Capacity Problem

Sales

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

+12

Your referral pipeline is a leaking bucket

Feb 21, 2026

•

6 min read

Your referral pipeline is a leaking bucket

And most practices do not know where it drains.

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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