If you’ve never spent hours looking for a misplaced client file, you’re in a class of one. The financial advisory industry is document intensive. Every financial advisor and RIA knows the importance of accurately capturing... Read More
Earlier this week, we discussed how CRM software integration isn’t always the most important aspect of choosing a new CRM. However, they are worth consideration and to be “weighted” in order of importance. It may... Read More
There are numerous articles focusing on the importance of integrating your new CRM with your existing software. And, they’re wrong – integration isn’t important and they’ve all lied to you. Ok, perhaps it’s not that cut... Read More
Real Tips from the Field – Part 1 Quite some time ago, both radio and theaters used ‘Serials’ – a series of short stories that usually ended with a nail-biting cliffhanger. Its purpose was to... Read More
Using SignatureBridge, Dillashaw, LLC, cut the time/effort required to secure digital signatures with DocuSign and filing eSigned files in NetDocuments in half. Lincoln, Nebraska-based law firm, Dillashaw LLC, specializes in services to manage the formation,... Read More