If you're an advisor trying to land and keep bigger clients, how do you distinguish yourself? For Grant Blindbury, partner at FMB Wealth Management, the answer was to find tech products that helped address specific issues. In the latest edition of "Show Me Your Stack," he told me how a distinct client-facing tech stack, including a less common tool for financial planning, paid off.

Do you use similarly specialized tech? Let me know — [email protected].

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!