See You Tomorrow at Legaltech in NYC!
Legaltech New York kicks off the year as one of the industry’s largest technology shows. New this year, Legaltech is part of a bigger event,...
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Robin Houston
Recent Posts
Get 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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Essential Process Improvement Tools to Maximize Efficiency
There are only 24 hours in a day. And it can feel like even less than that when your firm is swamped with work with too few people to get the job...
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How to Accelerate Employee Onboarding with a Simple Checklist
Your newest employee is starting work today. They've got a desk, a working computer, and their W-4 and I-9 are printed and ready to be...
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5 Company Culture Weaknesses Causing Your New Hires to Quit
We're all familiar with the adage, “A happy employee makes for a productive employee.' Your firm prides itself on truly doing everything within its...
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7 Must-Read Blogs from 2016
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...
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Announcing: Trumpet's Resource Center
If you've been on the Trumpet website in the last couple of weeks, you might have noticed a new tab in our navigation menu.
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How to Implement the Right Technology for Your RIA: Part 2
Last Friday, we shared the first 3 steps to successfully implementing your new technology project. Below are the last 3 steps. If you would like to...
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How to Implement the Right Technology for Your RIA: Part 1
Back in September, we hosted a live webinar, How to Select the Right Technology for Your RIA. Our live webinar yesterday expanded on that. Now that...
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Trumpet Life: Volunteer Day! 2016
If you look through our past blog posts, you'll find a few that are about core values, like this one. While core values don't directly translate to...
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