Most advisory firms do not need more technology; they need a better strategy for using the tools they already have. Kapusinski argues that constantly chasing the “next big thing” wastes money, disrupts workflows, and distracts from the real work of building reliable, people-centered processes around existing systems.

Instead of treating tech like a revolving door of platforms, he urges firms to:

• Treat technology as a long-term relationship, chosen for flexibility and real-world usability rather than getting caught up in unnecessary spend based on flashy demos.

• Invest in deep adoption by involving end users early, developing internal champions, and creating space for ongoing learning.​

• Run regular audits and “deep-dive” sessions to uncover underused features, automate manual work, and refine processes before adding anything new.

The core message is that a firm’s tech stack is a strategic asset, not a toy to be replaced every 18 months. Operational excellence comes from incremental optimization, human buy-in, and strong partnerships with existing vendors.