How I think about AI enablement for RIAs
Use cases, review loops, governance, and implementation paths for safer AI adoption.
Read noteWorking notes
Working notes.
Short, practical writeups on advisor systems, AI workflows, real estate planning, product design, and turning repeated advisory work into software. These are intentionally practical: each note should make a recurring planning, product, or operating problem easier to think through.
Why rental property planning is harder than it looks
Framing questions for rental real estate, taxes, cash flow, debt, risk, and planning tradeoffs.
Read noteTurning repeated advisory work into software
Lessons from turning repeated planning and reporting work into tools, workflows, and product ideas.
Read noteHow I think about durable workflows
Processes that still work when calendars are full, details matter, and handoffs need to be clear.
Read notePricing and packaging advisory work
A working outline for making valuable planning work easier to explain, price, and deliver.
Read note