One of my favorite parts of writing "Show Me Your Stack" is that I'm often surprised by the tools advisors are using. Take Alvin Carlos of District Capital Management in Washington, D.C. He told me his unique tech stack allowed him to combine his CRM with financial planning because he wasn't afraid to look outside of solutions specific to the wealth management industry.

Do you use any unconventional tools? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!