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James's Insights

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

May 13, 2025
How top advisors use CRM automation to save time, delight clients, and scale smart.
By: James McClenahen

March 18, 2025
How advisors can use their CRM to build lasting multi-generational relationships.
By: James McClenahen

November 7, 2024
Financial advisors looking to scale their firms and offer better client services need a technology edge.
By: James McClenahen

July 26, 2024
In the coming years, the Baby Boomer generation will pass on $68 trillion to their children.
By: James McClenahen

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