Pete’s latest Code & Capital sparked a big conversation – why are Advice Practices still tempted to rip out their CRM when the data says it rarely ends well?
Danni brings the receipts from Finura’s Technology Health Check: only 17% of Practices are actually planning to move, barely half use their CRM as a source of truth, and 80% don’t even run an RFP when choosing new tech.
We also dig into the real risks of Advisers building SOAs in ChatGPT, why clients are now using AI to check their Adviser’s AI, and whether we’re breeding a generation of professionals who can’t think without a chatbot.
Plus: Amdahl’s Law, the $30 billion CRM switching industry, and why tidying up your shop beats chasing shiny new tools.