Articles by James Cantwell
- Practice Growth
AI-Native vs. “AI-Powered” CRMs: The Architectural Gap Most Advisors Are Missing
I've seen what works, what breaks, and what sounds great on a conference stage but falls apart when it meets a firm's actual data.
- Future of Advice
Email Is Becoming a Compliance Liability in Wealth Management
Isn’t failing you because you’re using it wrong. It’s failing you because it was never designed for what wealth management has become.
- Practice Growth
We Don’t Need a Better CRM—We Need a Better Way To Manage Relationships
Every hour spent making CRMs marginally better is an hour not spent reimagining what client relationships could become.
- Future of Advice
The AI Revolution: Are Wealth Management Jobs at Risk in 2025?
For firms still relying on traditional manual processes, this transformation isn't just compelling - it's urgent. #advisors #AI
