Field Notes
Bringing you growth findings from scaling tech businesses, translated for RIAs.
Marissa Huggins
6 minutes
The Airtable Acquisition, Explained: What It Means for Clients Who Hold Startup Equity Variant
Airtable sold for $2.25B after an $11.7B peak. Here's what the deal, the founder AI spinout, and liquidation preferences mean for clients with startup equity.
Anthony Nagendraraj
9 minutes
We embedded Spontivly inside a $100B+ RIA platform. Here's what it taught us.
Spontivly is now a growth data platform for RIAs. Five lessons from embedding inside a $100B+ RIA service provider, and what they mean for your firm.
Marissa Huggins
4 minutes
Omnichannel vs Multichannel Marketing: Understanding the Key Differences
Multichannel and omnichannel marketing sound similar, but the difference reshapes how you reach your audience. Here's what separates them and why it matters
Anthony Nagendraraj
4 minutes
The real reason your smartest clients take their money questions to ChatGPT first
DeAndre Hopkins taught himself finance after watching teammates trust the wrong people. Your founder prospects carry the same scar tissue. Here's how to be the exception
Anthony Nagendraraj
4 minutes
5 reasons RIA growth stalls, and the fix for each one
Market gains have been covering for a stalled acquisition engine at most mid-size firms. Here's how to spot it, what causes it, and the 90-day plan out
Anthony Nagendraraj
4 minutes
4 benchmarks every mid-size RIA should measure, and where you stand
Most of last year's growth wasn't yours. It was the market's. These are the benchmarks that show which, and what to do about the gap.
Marissa Huggins
4 minutes
Your client that works at Cursor is rooting for SpaceX stock to drop. Here's why that makes sense.
The SpaceX-Cursor all-stock deal has a mechanic most advisors miss. Here's what your tech clients are reading, and how to be a step ahead.
Marissa Huggins
4 minutes
What Is an API? The Plain-English Answer Every RIA Needs
Your RIA runs on more software than ever. Most of it doesn't talk to each other. Here's the two-minute explanation that changes how you see your tech stack — and what you can do about it.
Marissa Huggins
4 minutes
Your firm's data is duct-taped together, and it's quietly capping your growth
Scattered data across your CRM, planning, and portfolio tools is the hidden tax on a mid-size RIA. Here's what one source of truth actually changes.
Marissa Huggins
4 minutes
If AI is only taking your meeting notes, you're using 10% of it
The highest-leverage place to point AI isn't the meeting. It's the hour before it.