Jazz up your staff meetings
Are you a team leader? It might be time to switch up how you’re conducting your meetings. Going from a client meeting to a staff meeting often leaves us with a feeling that there’s so... 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!
How to Get Your Technology Project Funded
Be an Agent of Change at Your RIA If you’ve been asked to choose the right technology for your RIA, then it’s probably in your best interest for that project to keep moving forward so... Read More
Trumpet Introduces SignatureBridge
Law firms and other organizations that manage a lot of contracts and other transactional documents now have a solution that bridges the gap between their document management system and their eSignature software, ensuring that ALL... Read More
Curious How to Successfully Implement New Technology?
You’ve spent hours researching and selecting the right technology for your firm BUT NOW how do you ensure a smooth implementation process? If you’ve found yourself in this position before OR are looking for new... Read More
How to Make the Most of a Software Demo for your RIA
Use a Software Score Sheet In my last blog post, I talked how to effectively evaluate the need for a new software at your RIA, and the benefits of a self-assessment survey. Once you have... Read More