Wealth mangers are constantly told that a new software or service is going to solve all their problems. You get a great demo and start imagining the life-changing impact of this shiny new thing. But after you sign on, the same issues show up again.

Why?

You haven’t addressed the root cause of your operations or technology challenges.

I can get to those root causes because I’ve dealt with them before. I’ve built processes, implemented systems, managed changes, reconciled accounts, billed clients, produced reports, led business continuity and even defended against cyberattacks. I know what you’re going through because I’ve been there.

The most important thing a client gives you is their trust. You spend time building that trust, and your operations and technology should reinforce it – not hinder it.