5 Tools to Minimize Wasted Time in 2018
The new year has begun and we are off to the races. Now is the time when most everyone reviews the past year and takes stock of the successes, the...
Read MoreShould I Hire Based on Skills or Culture Fit with My Law Firm?
Many employers today would argue that you should (almost) always hire based on the candidate's cultural fit rather than their skills. However, many...
Read More2017 Financial Advisory Fees Report from Inside Information
The long-awaited fees survey report is here. Bob Veres of Inside Information has compiled valuable information on how advisory firms are pricing...
Read MoreWorkflow Automation Might Actually Be Hurting Your Productivity
As much Trumpet both uses and programs workflow automation and for our clients, there are some "gotchas" that can cause automation to go off of the...
Read MoreHow to Start a Cybersecurity Program (Or Convince Your Boss to)
Of the 22 SOLUTIONS workshops Charles Schwab conducted in 2016, 90% of RIA business owners surveyed cited cybersecurity as their #1 concern.
Read MoreShould I Hire Based on Skills or Culture Fit?
Many employers today would argue that you should (almost) always hire based on the candidate's cultural fit rather than their skills. However, many...
Read MoreHow OCR Software Makes Lost Files A Problem of the Past
When I was little, it was almost a daily routine that my mom misplaced her keys and my brother and I would have to join in a frantic hunt for them in...
Read MoreHow Operational Efficiency Can Be an a Differentiator for Your RIA
As an RIA, what makes your firm stand out among the rest? There’s a lot of competition and it’s increasing every day, so just being an independent...
Read MoreGet More Out of the T3 Advisor Conference in 2017
The T3 Advisor Conference is right around the corner and, like you, we're gearing up for one of the major financial advisory events of the year....
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