The Advice Firm Operating System
How portal, CRM, workflow, documents, reporting and AI become one delivery model.
Speaking and media. Practical sessions for advice leaders who need technology to survive contact with the operating business.
Speaker position
The advice firm operating system
I speak from inside the work: financial advice, product, CRM, portals, workflow, reporting and AI-enabled delivery. The sessions are built for founders, advisers and operators—not abstract technology audiences.
The aim is to make the system visible: where data belongs, who owns the next action, why portals fail, which workflows deserve automation and how to introduce AI without losing accountability.
Speaking topics
Client Portals Are Not Forms
Why the visible experience only works when the operating layer behind it is coherent.
AI Workflows for Financial Advice
Practical, auditable micro-workflows that reduce drag without replacing judgement.
CRM Architecture for Modern Advice Firms
Relationships, lifecycle events and ownership before configuration and automation.
Operating Leverage Without Losing the Human
Using systems to create capacity while protecting trust, context and the adviser relationship.
Selected and upcoming appearances
Panels, workshops and industry rooms
Fin365 Symphony at Microsoft HQ
Innovation in advice, real-world portal delivery and the operating systems underneath better client experiences.
Advice-tech operator sessions
Hands-on conversations covering AI adoption, CRM architecture, workflow automation and implementation sequencing.
In the room
Approved introduction
Speaker bio
Daniel Rickard is an Australian advice-tech CTO, CFP® and founder of Luminair Capital. He works at the intersection of financial advice, product and technology, helping advice firms build the operating layer behind better client experiences—portals, CRM architecture, workflow automation, reporting and AI-enabled delivery.
Preferred title: Daniel Rickard — Advice-Tech CTO, CFP® and Founder of Luminair Capital
Invite Daniel
For conferences, panels, podcasts, vendor events or operator workshops, include the audience, format and theme in your note.