What I learned from Elon Musk
You don’t need to pass the baton, they can run with it. As I watched the amazing, successful landing of the SpaceX rocket recently, I noticed how youthful many of the SpaceX employees were. They... 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 Evaluate the Need for New Software at your RIA
Take the Free Self-Assessment Survey In my last blog post, I talked about how to determine whether your RIA’s next technology project should be mission critical or a quick win. Hopefully by now, you’ve decided... Read More
How to Decide Between a Mission Critical or a Quick Win Project for Your RIA
At Trumpet, we’ve implemented more than 1,000 technology projects for RIAs, and we know that it can be difficult to figure out what project your firm should tackle next. We generally put technology projects into... Read More
How to Choose the Right Technology for Your RIA
We recently hosted a webinar on How to Choose the Right Technology for Your RIA. It was packed full of helpful tips, ways to avoid common mistakes, and techniques to employ that will ensure you... Read More
Trumpet Gives Back
Every December the Trumpet team takes one day to get together and give back to the community. Much to our delight, this year we chose to work with the local Phoenix non-profit organization, Maggie’s Place.... Read More