The ABC's to Implementing workflows to increase Profitability!
Processes have long been recognized as critical to the successful management of a financial advisory practice as they guide staff on the best way to operate and allow the owner to manage the firm's operations more effectively. In this new …
Making the Most Out of 2016
Now that most of 2015 is in the rear view mirror, and the holiday rush is in full swing, time is precious. As you look back at your accomplishments for this past year, you need to look forward – and …
How to Add a Task to your CRM to save time & easily monitor progress
Watch our video and learn how you can add tasks into Redtail Leapfrog. Your staff can quickly prioritize their work while you monitor their progress!
Nine Ways to Embed Compliance When Outsourcing to Virtual Staff
As the regulatory compliance burden escalates for financial advisors, managing virtual staff can seem like just another compliance headache waiting to occur. Using virtual staff will help cut cost down low and help the compliance fashion of the company. The …
Convince Others That Chores are Actually Fun
There is no shame in finding a trusted source to handle tasks that help advisors streamline their days more effectively. Based in San Francisco and being a tech-savvy type, Harad often turns to online sources to outsource some basic functions. As …
The Incentive Program that Rewards Everyone
It is challenging to reward support staff properly. So, consider this unique bonus plan: reward your support staff for valuable hours scheduled between advisors and referral sources. Reward your staff quarterly for each hour that they schedule you for a networking event, valuable …
Advisors Face Hiring Dilemmas: Outsourcing or Not?
For advisors focused on growing their businesses, the hiring decision is where the rubber often meets the road. Busy advisors need to hire, especially the nine out of 10 independent RIAs whose client base has remained steady or increased, as …
The ROI on Outsourcing
Going virtual can help you save money and work more efficiently in your firm. Consider the potential cost saved by not having to train a new employee, invest in technology and office space, and pay benefits as a return on …
New tech & the impact on staff
A new software program or hardware addition can help lighten your team's workload. Every day tasks can be achieved more quickly and accurately – it's an investment for today and tomorrow. But what about the employee who no longer has to worry about these …
