Resources
Practical guides for firms that work with many clients: answering client questions, reviewing AI output and keeping trust.
Your client can retire. Can they spend?
A client can hesitate after a retirement review for different reasons. Explore the concern behind a spending decision before returning to the projection.
Your Firm Approved AI. Who Checks the Output?
An approved AI tool can produce a draft. Someone still needs to check what it says, decide whether it can be used, and own the correction if it is wrong.
Would your clients stay if you retired?
Your successor can inherit the accounts. Clients still need reasons to trust them. A practical look at the conversations and responsibilities behind a handoff.
Your Client Can Trade After Hours. What Changes?
More trading hours raise new client questions. Explain the session, the price, and the order before assuming the daytime trading experience carries over.
One couple, one financial plan, two different futures
A shared savings target can conceal different expectations. A practical guide to hearing both partners and making the choices inside a household plan explicit.
When Today's Costs Start Changing Retirement Plans
A client can keep the same retirement goal while quietly changing the habits supporting it. Start the review with what has changed in their finances today.
Advisors have more tools. Why are they still stretched thin?
New research reports AI time savings, yet advisors still want more room for client relationships. Look beyond the first draft to the work that follows.
Our first Adrima update: what we're building
A look at what we're building at Adrima, following the work from meeting preparation and document retrieval to advisor follow-up and the client app.
What clients really want from a financial advisor
Clients need advice they can connect to their lives. Explore research on trust, fees and communication, and the questions that make those expectations concrete.
The Advisor's Value After Information Gets Cheap
A polished report no longer proves who did the hard work. New investor research puts advisor value in the decisions that follow.