In this quick-hit episode of The Complete Advisor, we’re kicking off our What’s In Your Tech Stack series — and we’re getting real about what actually works in the field. One successful advisor breaks down why Retirement Analyzer (plus its built-in C3 CRM) is his go-to setup for planning and client management.

We’re talking about real-world use here: why simplicity wins, how automatic syncing between CRM and planning tools saves your sanity, and what’s still missing that could take advisor tech to the next level.

Key Takeaways:

• Keep It Simple: Retirement Analyzer makes it easy to explain complicated tax and retirement income strategies without frying your client’s brain.

• One System, No Double Entry: C3 CRM hooks right into Retirement Analyzer—your notes, your plans, all in one place.

• Room for Growth: Imagine if your planning software, CRM, and real-time assets were all synced up? Yeah, we’re dreaming too... but it’s coming.

If you’re an independent financial advisor tired of tech that overcomplicates things, this episode is for you.

💬 Drop your favorite planning tools in the comments — let’s trade notes and help each other out.

👍 Like, subscribe, and stay tuned for more real advisor conversations about building a tech stack that actually works.