Webinar: How to Run a More Efficient Advisory Firm with Better Data and Automation | Hubly + RooksDM

June 30, 2026

Most advisory firms don't need a tech overhaul — they need a few well-placed fixes. In this session, Nora Gallegos from Hubly is joined by Daleele Alison, CEO of RooksDM, to talk through what automation and better data actually look like inside RIA firms today.

Webinar: How to Run a More Efficient Advisory Firm with Better Data and Automation | Hubly + RooksDM

More Videos

How to Efficiently Get New Hires up to Speed and Productive

Why Scaling Your Firm Has More to do with Your Back Office Than you Think

The Secret to Scaling a Consistent Client Experience

How to Create Raving Fans by Focusing on the Fundamentals

Best Practices for Meeting Prep and Follow-ups for Client Check-ins

Product

Resources

Use Cases

Users

Company