First-touch routing — cold prospect vs warm referral
How a solo RIA should triage inbound inquiries by source, and what an automated assistant captures that lets the adviser prioritize callbacks correctly.
Hartlowe Blog
Operational guidance from the Hartlowe team. No fluff, no invented statistics — just the patterns we see across firms using AI intake.
Capturing inquiry context that survives the handoff
Why intake notes get lost between the front desk and the adviser, and how to design intake so the context is intact when the callback happens.