Insights for the Modern Advisor

A curated collection of strategies, insights, and best practices for growth-oriented advisors. Explore our latest thinking on practice management, technology, compliance, and client experience.

The True Cost of Your Frankenstein Tech Stack

By [Author Name] on July 5, 2025

It's more than just subscription fees. Your disconnected software is quietly eroding your firm's profitability, scalability, and valuation. Here’s how to calculate the hidden drag and what to do about it...