The Efficiency Beat

Trumpet Life: Thanksgiving

During this season of gratitude and thanks, Trumpet employees have a LOT to be thankful for: an encouraging and gratifying workplace; fun, supportive...

Document Management Systems: the “Must-Have” Technology for Every RIA

If you’ve never spent hours looking for a misplaced client file, you’re in a class of one. The financial advisory industry is document intensive....

3 CRM Software Integrations Financial Advisors Should Consider

Earlier this week, we discussed how CRM software integration isn't always the most important aspect of choosing a new CRM. However, they are worth...

CRM Software Integration: Is it Worth the 'Weight'?

There are numerous articles focusing on the importance of integrating your new CRM with your existing software. And, they're wrong – integration...

Drowning at work: do you need a new employee or better technology?

When a firm is really pressed – when people can’t keep up with their work, do you use technology or hire more people to address the issue? This is a...

RIAs Trends: Getting DMS at the same time as a CRM

Over the last few years, we have seen new trends* emerging with RIAs when considering switching to a new CRM: they are considering document...

Getting Buy-in for DMS, Part 5: Technology is an Employee Benefit

A Love Letter to Firm Owners

Note: This blog was originally published October 13, 2016 and has been updated to be part of our 6-part series on...

Don’t be a Victim to All-in-One RIA Software

In just about every software category, you find an “all-in-one” solution: a combined financial planning and investment management platform, or a CRM...

The Misunderstood Role of COO - "The Hardest Job I've Ever Done"

This is an excellent article about the misunderstood role of the COO, the Chief Operating Officer, by Harvard Business Review. Not only is it a great...