Get in touch. The best route depends on what you are trying to do.
How to Reach Me
Email is best for context. LinkedIn works too.
Best-Fit Engagements
Advice-Tech / CTO Support
Technology roadmap design, CRM architecture and implementation governance for advice firms, delivered through Luminair Capital.
Developer-Led Build Work
Integration, automation, and workflow systems that reduce friction and improve delivery quality.
Speaking and Media
Conference, panel, workshop and podcast conversations about advice technology, workflow, portals, CRM and practical AI.
This personal website does not provide personal financial advice.
Helpful Context Before We Speak
A short brief helps us move quickly: current workflow, objective, constraints, and timeline.
If you have screenshots, process docs, or architecture notes, include them. Specific context beats long background.
Next Step
Send your objective and current constraints. I will reply with what I would do next.
About Daniel Rickard
For background, positioning, and the homepage, see Daniel Rickard (Dan Rickard).