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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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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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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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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Your Guide to Buying a Document Management System
When it comes to regulated documents, being stuck in a paper world is less than ideal. Let’s face it, it’s really just inefficient. It takes too long...
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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...
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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....
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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...
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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...
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