There is a reason some client appreciation events become the thing clients mention at every meeting for the next two years — and others disappear from memory before the valet pulls around.

Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before a prospect reads your ADV, meets your team, or reviews a single proposal, their brain has already reached a conclusion about your competence, trustworthiness, and professionalism.

Most firms are in growth mode. But that forward momentum often comes at a cost of burnout.

Lead generation is often a top challenge for advisors, but it can be the difference between an average firm and an industry leader.

Surge meetings can be a boon to practices looking to tighten up operations, boost productivity and deliver exceptional client experiences.

When compliance is embedded into everyday workflows, it stops feeling reactive. It becomes a stabilizing force rather than a constant interruption.

The question is not whether firms should go digital; it is how far behind they can afford to fall if they do not.

Building a process that holds up means giving everyone the same structure, accountability and clarity from day one. Here is how you can strengthen your firm’s operations and deliver a consistent client experience that scales.

Discover how Hubly and Docupace connect intelligent document management with automated workflows to help advisory firms scale, stay compliant, and serve clients better.

Onboarding isn’t paperwork — it’s the first service you deliver. Discover how digital onboarding builds trust and loyalty in wealth management.

Get the 2025 playbook for advisory firms: succession, personalization, AI, M&A, and team evolution—why execution is the new competitive edge.

Firms today are looking for more than just digital paperwork. Here is what modern account opening looks like when operations and experience are both done right.

Why Compliance Readiness Should Be Part of Your Operations Strategy

These five strategies are designed to help you grow intentionally, improve client satisfaction, and reduce internal friction.

Let’s look at the five most common NIGO mistakes and how to stop them at the source.

If your team is looking to deliver scalable, high-touch service that sets you apart, here are three ways to lean into what makes your firm human.

This year, we are celebrating the people who power the process with Back Office Hero Day, an annual tradition that recognizes the real MVPs of the wealth management world.

They filled out your form… now what?

With more people craving real-time insights and live interaction, webinars have become one of the most effective tools for connecting with an audience.

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

A guide to taking the first steps towards creating operational excellence within your financial advisory firm.

Operational excellence is crucial for your wealth management firm's success and imperative to scale. Learn the benefits that operational excellence can have on your firm and why you can't afford to avoid it.

There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.

Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.

Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.

Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.

Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™. 

Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!

Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.

Savvy advisors and teams invest in solutions that handle the repetitive, administrative tasks, so they have more time and energy to focus on client success. When technology operates seamlessly in the background, you have the bandwidth to build deeper relationships.

AI has already changed how middle- and back-office staff work. While we don’t have a crystal ball, we do have a solid understanding of where we are and where we’re headed. Here’s what we expect to come to the fore.

When processes are well defined and work is visible, advisors can focus on listening, anticipating needs and showing up prepared for every interaction.

Advisory firms face growing complexity. Between compliance, data management and client expectations, it’s easy for details to slip through the cracks. The right technology changes that.

When advisors can see what needs attention, automate repetitive tasks and measure outcomes in real time, they are able to serve more clients and deliver a better experience without increasing workload.

Advisory firms that succeed are the ones that can innovate without losing control of their processes.

The best advisors use structure to create meaningful and repeatable communication. Here’s how to understand your clients’ preferences and build stronger, more organized relationships across your firm.

For growing advisory firms, technology choices define how smoothly the business runs. The challenge is knowing when to invest in a proven platform and when to build something custom to fit your unique workflows.

This guide explains why internal development falls short, how partnerships close the gap, and what a practical path forward looks like.

Building in-house technology might feel strategic, but it’s often a costly distraction. Discover why top advisory firms are choosing to buy proven workflow solutions like Hubly — and how it’s helping them scale faster, serve clients better, and stay focused on growth.

Adopting workflow technology that is flexible, scalable and easy to use is no longer optional. It is a key driver of growth, advisor satisfaction and long term client retention.

The question is not whether firms should use technology, but whether they should build it in-house or rely on trusted solutions.

Whether you are building your first set of workflows or trying to streamline what you already have, these eight podcasts can help you think more strategically about how your firm runs day to day.

This guide outlines how to extract value from the data your firm already has, helping you pinpoint inefficiencies, understand client behavior, and implement workflows that scale.

Here are six places where your firm may be leaking time and capacity and how automation can help you get it back.

Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.

Your clients trust you with some of their most important information. Here's what you need to know about your legal and professional obligations.

With Hubly being the first — and only — process management software purpose-built for the financial advisory industry, we get asked a lot of questions. Two that come up often are “How is Hubly different from my financial services CRM?” and “What can it do that I can’t already do with Redtail or Wealthbox?”

The SEC recently proposed a new set of cybersecurity rules and requirements for advisors and funds. Here’s what you need to know.

Fee-based planners have special compliance requirements that most generic billing systems can't meet.

We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded.

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

Trying to manage clients and firm activity with spreadsheets, notes, CRM tasks, and calendar reminders is clunky and inefficient. Hubly's powerful workflow management software is the solution that the financial services industry has been waiting for.

Read Bob Veres' Inside Information article about how Hubly's practice management software adds workflow creation and automation to your CRM as well as additional office management features.

The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.

A practical guide to building a feedback system that actually changes how your firm operates.

Most advisors treat referrals as a marketing activity. They schedule the ask, practice the language and wait for the right opening. That approach puts the focus in the wrong place.

Money is deeply emotional and often has big feelings attached. Financial advisors are uniquely positioned not just to manage money but also to guide clients through the emotional and practical complexities of life transitions. The key? Being proactive, empathetic and personal.

A comprehensive brand guide steers your firm’s visual and verbal identity, so you show up consistently across all channels. A strong brand guide is more than skin deep. It’s your brand DNA. It can reduce internal friction and confusion, helping you stand out in a competitive market.

There’s a better way to approach client engagement and data management. Workflow automation and process management can drive scalability and efficiency for advisory firms like Coastline Wealth Management, and it all begins with Hubly.

The most meaningful thing an advisor can do for a client is make them feel genuinely understood. Here are four ways to build that into how your firm works.

Here are five operational touchpoints that quietly determine whether clients stay, refer and grow with your firm.

Marketing inside advisory firms looks different than it did even five years ago.

Many advisors are serving clients who drain energy while overlooking others who are easier to work with, more aligned with advice or more likely to grow with the firm over time. Naturally, better segmentation starts by looking beyond the balance sheet.

Operational transparency plays a critical role in building that trust. Transparency turns uncertainty into confidence and strengthens relationships over time.

Starting a new role in a wealth management firm can feel overwhelming. The fastest way to help new team members build confidence is not more documentation. It is clear workflows.

When teams know exactly what needs to happen, who owns it and when it is complete, work becomes more accurate and less stressful. Structure creates space for human judgment, not the other way around.

Strengthening retention means understanding where relationships break down and using structure, visibility and accountability to prevent those moments from happening.

Financial advisors spend their careers helping clients plan for a confident future. Yet even with clear guidance, persistent myths about retirement planning continue to surface.

Money is one of the most common sources of stress in relationships. Advisors often find themselves witnessing these struggles up close. Here are a few ways to guide couples through financial tension while keeping the planning process productive.

Modern advisory firms are realizing that a better client experience starts behind the scenes — with organized workflows, accountability across the team and reliable systems that ensure nothing falls through the cracks. Here are five qualities clients value most in a smooth, dependable financial experience.

The right intake questions give you more than data. Here are seven questions every advisor should include in a modern onboarding process.

Growth doesn’t happen by accident. For financial advisors, running an efficient, client-focused firm means finding smarter ways to manage your time, your team and your technology. Here are seven practical ways to take your practice to the next level and build a firm that runs with clarity and confidence every day.

Discover how to avoid the six most common client onboarding pitfalls in financial advising and create a process that builds trust, efficiency, and long-term loyalty.

By translating Buffett’s timeless wisdom into daily operations, firms can uncover new levels of clarity, efficiency, and growth.

Here are three estate planning trends that are changing the way firms must approach both client service and internal operations.

Manual onboarding drains time and erodes trust. See what PreciseFP’s new report reveals about why digital onboarding is now a must-have for firms.

Clients want expertise, reliability and proof that their advisor has the skills and systems to deliver. One way to demonstrate that credibility is through industry awards.

Let’s look at how meeting cadence impacts client engagement and why it should be a priority in every advisory firm.

Whether you are a solo advisor or managing a team, the right processes can make a measurable difference.

When used effectively, personas reduce confusion, support delegation and bring clarity to every step of the client journey. In this article, we explore how to build client personas and how to use them to improve client service, increase internal efficiency and reduce bottlenecks.

Hannah shares how she’s found utility in Hubly and how it’s positively impacted her office's daily operations. Here’s a summary of the key takeaways from her presentation:

Below are six habits that may be creating barriers in your client experience. Addressing them could make the difference between a prospect who walks away and a lifelong client who sticks with your firm.

Internship programs are more than just temporary help. Here’s how to design an internship program that not only supports career development but also reinforces your firm’s structure and future growth.

Even the most client-focused advisors often find themselves buried in paperwork, chasing follow-ups, and reacting to bottlenecks. The result is fewer meaningful client conversations and more stress on operations. Time is being spent, but not always where it matters most. Understanding the cost of that time imbalance is the first step toward changing it

In this article, we will explore practical ways advisors can stay ahead of new technology and refine their processes to deliver the kind of service that no self-service app can match.

Managing client divorces is a sensitive but essential part of running a successful practice. While the personal side can be difficult, the operational side does not have to be.

This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

Discover how automated workflows and office manuals streamline staff training for wealth management firms. Reduce onboarding time, ensure consistency, and help new employees make an immediate impact.

What is a workflow, and why does it matter?

If you’re not tracking the right data, you’re making decisions in the dark. Instead of guessing what’s working, why not use data to refine your strategy and drive real results?

Digital marketing for financial advisors requires more than just a website. Here are some resources you should be familiar with.

For financial advisors, email marketing is one of the most effective ways to build an audience. It’s low-effort, low-cost, and it connects you directly with potential clients.

Having a solid marketing plan will get you more clients, grow your brand and scale your business.

Are you curious about how artificial intelligence can benefit your practice? Learn how to incorporate ChatGPT into your practice to streamline the client review follow-up process.

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

Tax season got you stressed out? Here are eight ways to make it easier.

My firm made it to the top of the Inc 5000 list and grew from $40M to almost $1B AUM. Here's what I learned.

Advisors often take on too much — moving to an ensemble model can be the key to growth.

Three best practices for getting new team members onboarded — and one step that will help implement them. 

The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020?

There is a talent shortage in the financial services industry and so it is more important than ever to retain employees. One financial service associate provides transparency into why employees quit by openly sharing why she left her financial advisory firm.

Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.

Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it.

This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.

If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.

Strategic acquisition strengthens Docupace’s position as one of the industry’s most comprehensive back-office platform providers. With proven expertise in financial risk technology and multi-platform management, Brian Filanowski is well-positioned to lead Docupace’s next phase of growth and innovation.

Acquisition Strengthens and Expands Company’s Software Solutions that Solve Workflow and Collaboration Challenges Across Wealth Management Firms

Press release announcing Hubly and XY Planning Networks extended 3-year partnership agreement, embodying their sustained dedication to the success of financial advisory firms

Designed to help TAMPs, custodians, broker-dealers, networks, fintech partners and others share best practices with the growing community of Hubly users.

Thank you for allowing us to grow along with you, and trusting us to help you deliver an exceptional experience to your clients.

Big things are happening at Hubly! We're closing out a year of incredible growth with two major announcements: additional funding, and a new CGO!

Hubly’s announces a huge new product feature that drastically improves the flow of work within financial advisory teams.

Hubly was chosen as one of the top ten fintech companies to be featured at the inaugural FintechX to demo to showcase how our technology allows users to become future-proof.

New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.

Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms

As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.