Resources – Page 3 – Trumpet


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.


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.

Learn More

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.

Watch Now
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.

Learn More

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...

Learn More

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.

Learn More