Delta Point Management

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Here's How To Survive In A Fee-For-Service-World...

Here's How To Survive In A Fee-For-Service-World...

Financial Advisors: whether you know it or not, you already exist in a billable hours world. And in fact, you always have. Historically, you may not have calculated your income on a billable hours basis, but ultimately, the success of your advice business has always come down to what you make per hour. The equation is simple: how much your advice makes you per year / how many hours a year you work. So, if you work 200 days per year, 8 hours a day (I know, most of you don't wo

Overcome The #1 Failing Of Document Management Systems

Overcome The #1 Failing Of Document Management Systems

Picture this: You have been given a new job. That job has processes for which you are responsible. How do you learn what you need to do down to the finest detail? “Go to the Document Management System” (DMS), your colleagues intone. “It is our business bible – the font of all knowledge”. Now, to be fair, I have never come across a DMS that has everything you will ever need to know already in it. However, I’m going to assume that your DMS is somehow magically completely up to