Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics. Key Takeaways Trust is more important than performance for client […]