The Efficiency Beat

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...

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.

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...

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...

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...

What Happens When Your Firm has No Defined Core Values?

Let’s start by defining core values as being the foundation for any business, a measurement of how we are performing and conducting ourselves. No...

Best Practices for Selecting a CRM for Financial Advisors

CRM (Customer Relationship Management) is a term that refers to the practices, strategies, and technology a firm uses to organize, manage and analyze...

The Importance of Change Management Skills – Professionally and Personally

At Trumpet, my role is as an advisor to our clients, which includes assisting firms with adopting new technology. One of the things under this big...

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...