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James McClenahen

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James's Insights

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July 17, 2025

Mergers and acquisitions (M&A) remain a powerful strategy for RIA growth, but their long-term success hinges on effective integration between the newly merged entities.

By: James McClenahen

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May 13, 2025

How top advisors use CRM automation to save time, delight clients, and scale smart.

By: James McClenahen

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March 18, 2025

How advisors can use their CRM to build lasting multi-generational relationships.

By: James McClenahen

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November 7, 2024

Financial advisors looking to scale their firms and offer better client services need a technology edge.

By: James McClenahen

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July 26, 2024

In the coming years, the Baby Boomer generation will pass on $68 trillion to their children.

By: James McClenahen

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March 22, 2024

Compliance with regulatory requirements is a matter of legal obligation and a critical component of maintaining trust with customers, stakeholders, and regulatory bodies.

By: James McClenahen

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