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
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
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
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
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