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Financial Advisor
March 2011
David Lawrence |
The Challenge Of Workflow Workflow systems are necessary for running more efficient offices. So why aren't more people using them?   |
Financial Advisor
September 2011
David Lawrence |
What Are You Doing? Ask yourself three key questions to find out how to improve your business. |
Financial Advisor
October 2007
David Lawrence |
Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc. |
Financial Advisor
February 2006
David L. Lawrence |
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. |
Financial Advisor
October 2011
David Lawrence |
The Irony Of Micromanaging Micromanagers think they can perform most tasks better than experienced staff members, but in reality they stifle their firm's growth. |
Financial Advisor
April 2008
Joel Bruckenstein |
Mind Mapping The concept of mind mapping is a technique that seems particularly well suited to the financial advisory practice. Read on for more information. |
Financial Advisor
March 2007
David L. Lawrence |
Managing Your Employees: A Holistic Approach Finding time to manage employees can be more than just a simple challenge for financial advisors. One solution is to take a systems approach, offering efficient management techniques within an environment that fosters individual employee growth. |
PC Magazine
February 7, 2007
Robert P. Lipschutz |
OpenMind Business Edition v2.0 OpenMind Business Edition v2.0 mixes brainstorming software with project management. It's perhaps not an oil-and-water combination, but it's not a marriage made in heaven, either. |
Financial Advisor
May 2007
David Lawrence |
Walk The Line Typically, the financial advisor who runs his/her own practice wears a number of hats. Given that challenge, it might be prudent to consider more efficient ways of carrying out the various roles demanded of the financial advisor. |
Investment Advisor
July 1, 2011
Spenser Segal |
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. |
Financial Advisor
September 2004
David L. Lawrence |
Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money. |
Financial Advisor
December 2006
David L. Lawrence |
Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger. |
Financial Planning
December 1, 2010
Neesha Hathi |
Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished. |
Financial Advisor
July 2008
Joel Bruckenstein |
A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals. |
Investment Advisor
October 2007
Julie Littlechild |
Got a Minute? A big study finds that the best financial advisors are efficient in two different ways. |
Financial Planning
February 1, 2012
Stephanie Bogan |
Breaking Through Barriers The first few months of a new year is an ideal time for a company founder to make sure the business is ready to climb to the next level of success. |
CRM
March 3, 2003
Jason Flynn |
Not Just Another Acronym Business Process Automation: Buzzword or Business Imperative? |
CIO
May 11, 2009
Kristin Burnham |
Mind Maps Fuel Productivity Mind mapping should top your list of personal productivity tools. |
Job Journal
June 19, 2005
Marty Nemko |
Quick Fix: Too Much to do? Are you overloaded, or just inefficient? |
Financial Planning
March 1, 2008
Dan Skiles |
CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice. |
Financial Advisor
July 2007
David Lawrence |
Space Odyssey Eliminating aisles full of files may seem difficult, but you'll benefit greatly from using office space efficiently. |
Entrepreneur
November 2006
Romanus Wolter |
Trust Your Team Don't be afraid to delegate. You'll empower and inspire your employees - and make the most of your own time, too. |
Investment Advisor
August 2009
Moseley & Spencer |
Technology by the Numbers Even in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in their businesses. |
Entrepreneur
September 2006
Romanus Wolter |
Just Play It Cool Does it always feel like you've got a million things to do at once? Take a step back - sometimes procrastinating pays off. |
Investment Advisor
July 2009
Moseley & Spencer |
Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology. |
Financial Planning
January 1, 2012
Mark Tibergien |
Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions. |
CIO
June 15, 2002
David L. Margulius |
Maximize Everything Now The latest optimization tools can help you get every dollar out of your operations. |
Macworld
November 2004
Robert Ellis |
NoteBook 1.2 NoteBook 1.2 has a friendly, flexible interface. Its unlimited annotations, extensive indexing, and Super-Find feature are efficient ways to manage a glut of information. |
Financial Planning
February 1, 2011
Stephanie Bogan |
Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm. |
HBS Working Knowledge
July 18, 2011
Carmen Nobel |
Looking in the Mirror: Questions Every Leader Must Ask Because CEOs don't have the benefit of feedback from their superiors, it's crucial that they solicit feedback about their leadership style from subordinates. |
Search Engine Watch
May 17, 2006
Chris Sherman |
A Closer Look at Google Notebook Google's new Notebook tool lets you clip text, images or search results and save them in online notebooks that you can share with others. How does Google's new tool stack up against the competition? |
On Wall Street
August 1, 2011
Todd Colbeck |
Triple Productivity and Cut Errors Is your practice stuck at a production level you just can't seem to break through? If so, you need help. And that help can come from your staff. |
InternetNews
October 26, 2007
Mike Elgan |
Gubbing Things Done Why Gubb is the ultimate "Getting Things Done" productivity tool. |
CRM
August 2004
Jim Dickie |
The Next CRM Evolution Focusing on the how of sales: How to get an appointment, How to conduct a comprehensive needs analysis, and how to create a compelling business case. |
CRM
August 19, 2015 |
X2CRM Releases Version 5.2 of Its Open-Source CRM Software X2CRM 5.2 adds new Workflow Macros, Topics Discussion module, and Platform features. |
Wall Street & Technology
April 17, 2008
Penny Crosman |
Merrill Lynch Speeds Up Application Development Merrill Lynch developers are turning Microsoft's Windows Workflow Foundation framework into a customized platform for rapid application development. |
Bank Systems & Technology
January 8, 2009
Linda Swanstrom |
Achieving Compliance and Cutting Costs Via Automation Though cost savings is a major factor when mapping out companies' IT strategies, banks are adjusting their structures to accommodate a number of new factors to remain competitive. |
Job Journal
July 4, 2004
Lona O'Connor |
Career Pros: Easy Way to Improve Your Day If you can live up to the single most important rule of time management, the rest of your time will practically manage itself. Are you ready? Here it is: Every day, do the most unpleasant task first. |
