Contact. If you are working through a strategy, systems, or delivery issue, send a note.
How to Reach Me
Email is best for context. LinkedIn works too.
Best-Fit Engagements
Financial Advice Strategy
Portfolio strategy, governance, and long-horizon planning for individuals and complex family groups.
Advice-Tech / CTO Support
Technology roadmap design, CRM architecture, and implementation governance for advisory teams.
Developer-Led Build Work
Integration, automation, and workflow systems that reduce friction and improve delivery quality.
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 canonical profile page, see Daniel Rickard (Dan Rickard).