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Whether you work for a law firm or an RIA, we've compiled a wealth of resources that all focus on one main goal: helping you enjoy the way you work.

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Archive for the ‘Uncategorized’ Category

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Creating a Culture to Support Technology Adoption

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In today’s fast-paced business world, keeping up with changes in technology is incredibly important - with new technology, you can create a more efficient and cost effective atmosphere. You can also keep ahead of the competitive curve. However, adopting new technology into your law practice may not necessarily be a breeze.

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3 Strategies for Effective Document Management Training

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“Processes break in two ways. They break because they don’t have the right checks and balances and because they don’t have the right execution.” - Mark V. Hurd

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Is Your Firm’s ‘Technology Brand’ Hurting Employee Retention?

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One of the most memorable presentations I’ve ever seen was about “relationship math.”

During her presentation, the sociologist brought out a large glass jar.  As she dropped a huge chunk of black licorice that was hard as a rock into the jar, she mentioned that licorice was her least favorite candy.  Next, she poured her favorite candy, Hershey's Kisses, into the jar, which settled around the big chunk of licorice.

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SEC Cybersecurity Audit: What You Should Know

riskassessment.pngAt a Schwab IMPACT conference panel on SEC cybersecurity audits, two panelists, Trevor Hicks, Director of Technology of Wetherby Asset Management and Robert Ross, Chief Compliance Officer of Sontag Advisory, shared their perspectives as a result of undergoing an SEC Cybersecurity Audit. A third panelist, Michelle Jacko, Founder and CEO of Core Compliance & Legal Services, Inc., shared her experience from advising advisors on cybersecurity audits.

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