News & Updates
May 26, 2016
Richard Blakemore CA
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 yo...
May 5, 2016
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 y...