Workflow 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...
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Jo Day
Recent Posts
How 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.
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Should 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...
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5 Times it's Worth Having a Pre-Meeting Before Your Meeting
Does your team complain about the sheer number of internal meetings they have at your firm? Meetings have developed such a bad reputation of being...
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3 Essential Traits Your Next Client Service Professional Must Have
In a recent roundtable, business owners and operations managers made a list of the top three attributes they want in a client service professional....
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Using a CRM Workflow isn't Always Best. Here's Why.
Just because you want to get the most out of your CRM (Contact Relationship Management) investment, doesn’t mean setting up workflow automation for...
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How to Stop Running Away from Runaway Meetings
Have you ever had a boss who just simply couldn't run a meeting? I mean really, this person was terrible at it. It was negatively impacting...
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6 Best Practices for Creating Powerful Processes
You know they’re important. You know they’re valuable. And you know you’ll get to them just as soon as you finish everything else you’re working on....
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5 Questions to Answer Before You Implement New Technology at Your RIA
Have you ever worked at an organization and one day your boss declared, "Hey, folks! Today we're getting XYZ software! There will be a training at...
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3 Mistakes to Avoid When Purchasing a Document Management System
Previously, we wrote about creating your firm’s DMS must-haves list. Now that you have your list compiled, it’s time to discuss your purchasing...
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