Resources – Page 3 – Trumpet

Resources

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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Documents

Comprehensive Blueprint to Hiring for RIA Firms

Hiring and retaining top performers can be a challenge, especially if you haven't set them up for success ahead of time. This comprehensive guide gives you tips and tools to prepare for a new hire, as well as onboarding advice, job description examples, and more.

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Webinars

Top 5 Mistakes of Avoid When Selecting New Technology

Learn how to have great software demos, do productive research, and get your next technology product approved.

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Case Studies

Auto Filer for Worldox takes Collections Letters 100% Paperless

One law offices in Texas now saves hours on collections letters using Auto Filer for Worldox. On average, collections letters are sent out 2-3 days sooner and paralegals are able to process 40-50 additional letters each month.

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Documents

Technology Toolkit for RIAs

Choosing the best technology for your RIA can be a challenge. You’ll need to narrow down the field of countless options, extensively research possible solutions, advocate for the one you think best fills your...

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Documents

Document Management – It’s More than Going Paperless [eBook]

Document Management used to be something that financial advisory firms considered a "nice to have" but today, it’s becoming more and more a necessity. Financial advisory firms are using DMS because it saves money, eases compliance concerns, improves productivity, streamlines workflow, and more.

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