Sign up to save your podcasts
Or
Share Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
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 […]
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
View all episodes
By Craig Iskowitz
4
1313 ratings
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
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 […]
The post Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel appeared first on and was written by Elana Iskowitz.
More shows like WealthTech Today
View all
Masters in Business
2,173 Listeners
The Meb Faber Show - Better Investing
947 Listeners
Capital Allocators – Inside the Institutional Investment Industry
791 Listeners
Animal Spirits Podcast
2,025 Listeners
The Perfect RIA
463 Listeners
The Compound and Friends
2,121 Listeners
The Long View
919 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
244 Listeners
Barron's Streetwise
1,567 Listeners
Barron's Advisor
113 Listeners
Barron's Live
210 Listeners
Ask The Compound
338 Listeners
WealthTech on Deck
17 Listeners
The WealthStack Podcast
5 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
132 Listeners