01
The Business
of Advice
Deals. Consolidation. Valuations. Business models. Where the economics of financial advice are heading.
Free The Fact Find · every weekend
THE BUSINESS
THE BUSINESS
BEHIND THE
ADVICE.
Ideas and analysis for Irish financial advisers: the deals, economics, markets, growth and technology shaping the firms behind the advice.
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What I write about
A few things worth
your attention.
The Business
02
Markets &
Behaviour
Markets matter. But how people behave around them is usually more interesting.
03
AI Systems &
Automation
The next generation of tools changing how advice firms operate, and what they mean in practice.
04
Growth &
Personal Branding
Brand, distribution, content and the things I’m learning about building an audience and a business.
Recent letters
All letters →
Design Every Engagement to Open the Next OneThe goal of an engagement is the next conversation. Here’s what changes when you build for that.
The Best Advisors Arrive With Questions, Not AnswersTrust with the people doing the work matters as much as trust with whoever’s paying.
The Founder of McKinsey Walked Every Factory Floor Before Writing a RecommendationCredibility comes from visible understanding, not credentials. Here’s how to build that in.
About James
Investor.
Operator.
Builder.
I started my career in investment markets, working in Ireland, the United States and Australia. I later moved into building and operating businesses, seeing first-hand how technology changes the economics of work.
Today I’m building Kaitel, an AI operating layer for financial advisers. This site is where I write about what I’m seeing along the way.
Connect on LinkedIn →
What I’m building
Kaitel.
AI for financial advisers.
The client meeting ends. Then the work starts. Kaitel is being built around that work, helping advisers capture the conversation, get the work ready and keep the adviser in control of the final decision.
Visit Kaitel →
The Kaitel app, running one annual review from meeting to signed paperwork. Click any step.
Fictional firm and client data.
The Fact Find · The weekend letter
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