Writing

Letters from inside the work.

The problem, the product, and what changes when an advisory practice can shape the software around itself.

An Open Letter to Financial Professionals

I have sat on every side of this business, including the side that sold to you.

The practice outgrew the software, so the work moved from complaint to construction.

It is not a conspiracy. The incentives explain why the old model does not repair itself.

The demo is the easy part. The foundation and upkeep are the real job.

Build it, hire it, piece it together—or take the fourth path.

The fourth path: shape the system without becoming the person who has to operate it.