The Slant blog
Migration walkthroughs, workflow teardowns, and honest takes on where AI actually helps an RIA. Written by the people who run these migrations—no gated whitepapers.
Practice growth
Featured
Lots of questions, lots of paperwork, advice that leads with value, realistic investment expectations, and fees they fully understand. Here's what a prospect expects when they hire a financial planner.
Noah Hankin, CPA, CFP® · Oct 2 · 11 min read
AI & automation
The same AI model can give a generic answer or act like the best financial planner you know, depending on how you structure the prompt. Here are the three C's: capability, constraints, and context.
Noah Hankin, CPA, CFP® · Sep 24 · 7 min
AI & automation
Ten financial advisor workflows you can copy—onboarding, reviews, money movement, compliance—each with a trigger, named steps, an owner, and a clock.
Noah Hankin, CPA, CFP® · Sep 14 · 10 min
Practice growth
A data-backed guide to the RIA tech stack: the core three systems, the tools most firms already run, what to skip, and how to judge integration before you buy.
Noah Hankin, CPA, CFP® · Sep 8 · 10 min
Migrations
Switching off Redtail is easier than the fear of it. Here's an honest look at how the migration works, what drives the timeline, and what to ask before you commit.
Noah Hankin, CPA, CFP® · Jul 20 · 5 min
Practice growth
Two leaders at very different firms, one shared standard: judge a CRM not by its demo, but by whether your team still uses it a year later.
Noah Hankin, CPA, CFP® · Jul 17 · 3 min
Practice growth
Robo-advisors raised the bar. AI is about to raise it again. The advantage that survives both isn't personalization—it's the connected data that makes personalization possible.
Noah Hankin, CPA, CFP® · May 6 · 2 min
AI & automation
Over the next decade, 41 million Americans will prepare for retirement. AI can amplify the impact of existing advisors starting today.
Noah Hankin, CPA, CFP® · Mar 5 · 3 min
Compliance
Advisors can use AI safely—by safeguarding and redacting sensitive data before it ever leaves their system.
Max Metcalf · Feb 17 · 4 min
Practice growth
Most CRMs just look backward—great advisors, however, try to stay proactive, personal, and ahead of what's next.
Noah Hankin, CPA, CFP® · Feb 2 · 4 min
Company
AI is changing the world and the financial services industry is ripe for disruption. Relationships, judgment, and timing will matter more than ever.
Thomas Clawson · Aug 26 · 3 min
Be the steady hand that helps craft a life well lived.
