The Efficiency Beat

6 Reasons Operations Teams Need Document Management (compliance isn’t one of them)

Document management is about way more than organizing files electronically. It’s about being at your best so you can work at a higher level – in the...

3 Ways to Maintain Effective Client Relationships

You close the sale and celebrate.

The sales team introduces the client to the implementation team.

The product is successfully installed and the...

Brainwriting – an Efficient Alternative to Brainstorming

Research shows that brainstorming isn't an effective technique for generating orginial ideas. Here's how one small change can make the difference in...

6 Surprising Steps to Become a Great Delegator

In our last post, we looked at damage it can cause to working relationships when managers or co-workers are prescriptive. That is to say, when...

Delegate to Increase Employee Morale

When you delegate, you demonstrate care and commitment to growth and learning. But, sometimes it’s hard to let go of the rope.

5 Ways to Solidify Trust with New Clients

There’s a reason clients choose to do business with you over someone else. They’ve met you and grown to know, like, and trust you to the point...

How to Choose the Right RIA Portal for Your Firm

Choosing a portal for your advisory firm is much more difficult than a Google search. Identifying the needs of your organization, impact...

Why Tiger Woods needs window envelopes and your clients do too (true story)

When I was in graduate school, I worked at the university’s athletic association. One of my bosses was the men’s golf coach and one of my tasks was...

Custom Reports Without the Hassle Factor

One of the reasons we love working with Independent RIAs is because they are independent.