Wealth Recon blog
The prospecting workflow, written for licensed advisors.
Five inaugural articles on how to read wealth signals, why multi-model verification matters, and what the five-million-dollar threshold means for your book of business.
The hidden cost of bad prospect research
Bryce Randall | 2026-05-09
The cost of bad prospect research is invisible until the meeting that loses you the relationship.
Read the article ->Walking in knowing: the moat thesis behind Wealth Recon
Bryce Randall | 2026-05-09
The most expensive sentence an advisor can say in a first meeting is the one that turns out to be wrong.
Read the article ->Why multi-model verification matters
Bryce Randall | 2026-05-09
A single large-language model checking its own work is not a verification step. It is a confidence rehearsal.
Read the article ->How to read a wealth signal
Bryce Randall | 2026-05-09
The single most useful number on a Wealth Recon dossier is the net-worth band on the At a Glance page. The most common mistake an advisor makes with the band is reading it as a balance-sheet entry rather than as planning context.
Read the article ->The five-million-dollar threshold and why it matters
Bryce Randall | 2026-05-09
Wealth Recon targets prospects with five million dollars or more in investable assets. The threshold is not arbitrary. This article explains why we drew the line where we drew it, and what changes for advisors whose book sits above or be...
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