The best way for a financial advisor to implement Hazel is to clean the CRM, connect the core systems, verify one representative household’s intelligent client profile, and run Hazel beside the firm’s existing planning software before changing the standard workflow.

Over the past year, Titleist expanded its independent advisor platform through seven major initiatives: TAM Tax Services, the TAM Investments TAMP, white label direct indexing through SS&C Black Diamond Wealth Solutions, TAM Planning, physical precious metals capabilities through Gold Bullion International, TAM Coaching, and the TAMX affiliation model built around Altruist and Hazel.