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 Times it's Worth Having a Pre-Meeting Before Your Meeting
Does your team complain about the sheer number of internal meetings they have at your firm? Meetings have developed such a bad reputation of being...
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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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3 Essential Traits Your Next Client Service Professional Must Have
In a recent roundtable, business owners and operations managers made a list of the top three attributes they want in a client service professional....
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Using a CRM Workflow isn't Always Best. Here's Why.
Just because you want to get the most out of your CRM (Contact Relationship Management) investment, doesn’t mean setting up workflow automation for...
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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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How to Stop Running Away from Runaway Meetings
Have you ever had a boss who just simply couldn't run a meeting? I mean really, this person was terrible at it. It was negatively impacting...
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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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