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The Efficiency Beat

Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.

5 Tools to Minimize Wasted Time in 2018

The new year has begun and we are off to the races. Now is the time when most everyone reviews the past year and takes stock of the successes, the...

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5 Tools to Minimize Wasted Time in 2018

Should I Hire Based on Skills or Culture Fit with My Law Firm?

Many employers today would argue that you should (almost) always hire based on the candidate's cultural fit rather than their skills. However,...

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2017 Financial Advisory Fees Report from Inside Information

The long-awaited fees survey report is here. Bob Veres of Inside Information has compiled valuable information on how advisory firms are pricing...

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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...

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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,...

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How OCR Software Makes Lost Files A Problem of the Past

When I was little, it was almost a daily routine that my mom misplaced her keys and my brother and I would have to join in a frantic hunt for them...

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How Operational Efficiency Can Be an a Differentiator for Your RIA

As an RIA, what makes your firm stand out among the rest? There’s a lot of competition and it’s increasing every day, so just being an independent...

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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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See how to bring efficiency up a notch with Trumpet solutions for law firms and financial advisory firms.

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