As 2016 comes to a close, Trumpet has been hard at work looking back over the year and preparing for 2017, as I'm sure you are as well. As you wrap up the year, take a look at some of our most popular blog posts from this year. We've spoken to hundreds of clients about their needs and challenges and share our stories and knowledge here on the blog.
Below are the top 7 blog posts from 2016.
If you work for a financial advisory firm, you know that managing, storing and finding documents can be a challenge.
Even if you have your documents in digital form — but in a traditional folder structure — your office productivity may still be taking a hit. While your firm may use robust naming conventions, folder structures, and file policies for handling your documents, efficiently managing your digital (or worse, paper!) content is still a massive task. Read More →
Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact on workflow and client interaction, and creating efficiencies are the top reasons to take time to select the right RIA portal.
While you want to do your part to help the planet, saving paper shouldn’t be the reason your firm is researching portal options. Sure it will save paper but there are bigger considerations. Read More →
Research shows that brainstorming isn't an effective technique for generating orginial ideas. Here's how one small change can make the difference in your next session.
In an intriguing interview with Adam Grant, a professor at the Wharton School of the University of Pennsylvania and author of the book “Originals,” Grant explains what’s wrong with brainstorming. Read More →
When I was in graduate school, I worked at the university’s athletic association. One of my bosses was the men’s golf coach and one of my tasks was to type and send his recruiting letters to golfers he wanted to join the men’s golf team.
Talk about a regular marketing drip process. My boss was a professional correspondent. It was such a pleasure to write his recruiting letters, congratulating kids on tournament wins and providing encouragement. As it got closer to decision-making time for potential students, my boss started to send scholarships offers. Read More →
Document management is about way more than organizing files electronically. It’s about being at your best so you can work at a higher level – in the zone and without distractions.
The number of files your firm uses for day to day operations can be overwhelming. If you’re still saving files or managing in a folder tree, it’s creating inefficiencies that are costing you in terms of how you use your talent. Read More →
Are you in dire need of a productivity boost? Has your RIA firm been searching high and low for a new way to leverage technology to create a more streamlined client management process? Trumpet has the answer: maximize your CRM.
A client relationship management (CRM) application may be your key to becoming more efficient in the ever-changing times of the financial advisor profession. You understand that helping people is important, and in order to impact as many people as possible, creating a streamlined workflow for managing your contacts and clients is critical. Read More →
You close the sale and celebrate.
The sales team introduces the client to the implementation team.
The product is successfully installed and the client is up and running.
You leave them alone for a number of days, weeks, or months. There is no follow-up to ask about their experience working with your team.
Eventually the client leaves and you wonder what went wrong. Read More →