Wealth Practice Research
Independent research on how wealth-management firms get recurring work all the way to completion.
Wealth Practice Research is a one-person customer-discovery project led by Kris Velesetti. I speak with people who run operations, client service, planning and firm leadership to understand what actually happens between a decision and a finished, verifiable result.
No client or confidential information is requested.
Current study
What happens after an adviser approves an RMD or QCD?
The current research looks at the work between an approved retirement-distribution decision and a genuinely closed case: handoffs, missing information, exceptions, custodian confirmation, reconciliation and the final record update.
The question is deliberately open. I’m interested in what the CRM and custodian already handle well, and what, if anything, still takes manual follow-through.
I’m trying to determine whether there is a meaningful problem here worth solving at all. If firms consistently tell me their existing systems already handle it cleanly, that is the answer.
What to expect
What a useful conversation covers
A start-to-finish walkthrough helps show what the CRM and custodian handle well, where follow-through appears and how the team knows the work is complete.
- 01
What I’ll ask
Who does what, in what order and in which systems. Where status lives, what needs follow-through and how the team knows the work is finished.
- 02
What I won’t ask
I won’t ask for client names, account numbers, tax documents, credentials or confidential firm information. A fictional or de-identified example is enough.
About
Kris Velesetti
Independent customer discoveryWealth Practice Research
Wealth Practice Research is independent work examining how modern wealth-management practices coordinate recurring operational work.
The research focuses on real workflows: where existing systems already work well, where handoffs or exceptions still require manual effort, and whether any problem is important enough to solve at all.
My background is in financial-services technology and operations in regulated environments.
Why I’m doing this
I’m trying to determine whether there is a recurring operational problem here worth solving before deciding whether anything should be built.
Right now I don’t know. If firms consistently tell me their existing CRM and custodian processes handle the work cleanly, that’s the answer. If a meaningful pattern emerges, I’ll investigate it further.
Interviews are running September–October 2026. Findings in November.
Research conversation
A short workflow conversation, not a product demo.
Most conversations are 20 minutes. I ask about how the work happens today, what the CRM and custodian already handle, where exceptions or status questions appear, and how the team knows a case is actually complete.
A fictional or de-identified example is enough. I do not need client names, account numbers, tax documents, credentials or confidential firm information.
There is no software demo or product being offered in these conversations. The purpose is to learn whether the problem is real, including whether the right answer is that existing systems already solve it.
When the interviews are complete, I’ll send everyone who participated a short, de-identified summary of what I learned across the firms. No firm or individual will be identified.