Employee Spotlight: Will Stagl
We are excited to announce a new aspect of our Trumpet Life series: employee spotlights! This series is a chance for our readers and clients to become more familiar with the people on the other... Read More
Author: Jo Day
Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes.
When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!
What Can an Oreo Factory Teach RIA Firms About Filing?
This article was originally published January 26, 2015. What’s in a step? A lot of time saved, if you just reverse the order of the step. Depending on the number of clients, an operations employee... Read More
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, many of them don’t have a way to qualify and judge a candidate’s... Read More
4 Takeaways from Legaltech 2017
Last week, Legaltech 2017 was held in New York City which brought together legal professionals and technology providers to the industry at their annual conference. A great quote and summary of last week’s event is... Read More
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 in order to get us... Read More