HeyJaredAdvisorTechBook
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- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 30, 2026
Latest issues
The Magnificent Seven (opens the original)
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So… Claude for Financial Advisors… what’s this about?Jason will enlighten us:<img alt="" class="sizing-normal" height="661" src="https://substackcdn.com/image/fetch/$s_!kryK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https
Slant vs. Hazel vs. Zero (opens the original)
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Should you go ahead and switch from Redtail/Wealthbox to Slant…ORShould you wait for Hazel (or Jump/Zocks) to have all the CRM features you’ll need?Let’s talk about it.A Substack recommendation…but first, wanted to share this latest Substack from Kevin Thompson CFP®, RICP®, EA<a class="embedded-post" href="https://9icapital.substack.com/p/follow-the-money-question-the-reality?utm_source=substack&utm_campaign=post_embed&utm_medium=web&embedding_publication_id=34
Simplicity Ops & Slant CRM (opens the original)
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When the top CRM consultant and the top CRM* for advisors join forces… I take notice.*top based on who’s paid me the most, obviously (ok, not really)<img alt="" class="sizing-normal" height="415" src="https://substackcdn.com/image/fetch/$s_!f_sW!,w_1456,c_limit,f_auto,q_auto:g
the Map is collapsing (opens the original)
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I’ve said for awhile, as probably many others have, that “Client Data Gathering” should be done by the CRM.The CRM stores all these data points, why doesn’t it collect them?Well, now it does:<img alt="" class="sizing-normal" height="745" src="https://substackcdn.com/image/fetch/$s_!-od0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.co
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