Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel
April 7, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/04/07/ep-285-from-clunky-to-confident-why-rias-are-rethinking-proposal-generation-tools-in-2025-with-james-rockwood-capintel/">Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics. Key Takeaways Trust is more important than performance for client […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/04/07/ep-285-from-clunky-to-confident-why-rias-are-rethinking-proposal-generation-tools-in-2025-with-james-rockwood-capintel/">Ep. 285: From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025 with James Rockwood, CapIntel</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>