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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.

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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Essential Process Improvement Tools to Maximize Efficiency

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...

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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...

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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...

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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...

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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...

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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...

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