Tips & Tricks



How to save time filling out forms using Redtail & Laser Apps properly

 

How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

 

Articles and Presentations

 

Publication Title
FPA Practice Management- Article 4 ways to Boost Efficency in and Cut Costs
Technology Tools for Today – Article Taking Control of Process
Inc. Magazine Outsourcing to Save Money?
NAPFA Magazine 4 Steps to Improve Cash Flow in your business



COO’s Solution to Saving Time Scheduling Appointments

           

 

Articles and Presentations

 

Publication Title
Financial Planning Magazine Article: Chicken & Egg by Bob Veres: Using Outsourcers to allow your business to grow
My Virtual COO
PowerPoint Presented to Custodians – Emerging RIA Practice and Case Studies



COO’s Solution to Managing multiple Calendars

 

How to send a broadcast email from Redtail CRM

 

How to save time & money preparing a financial plan using online questionnaire, CRM and planning software

 

How to save time filling out forms using Redtail & Laser Apps properly



Video Overview of NetDocuments

           

 

Articles and Presentations

 

Publication Title
Precise FP Webinar INSTRUCTIONS: Time Saving Instructions to collect financial data, update your CRM and prepare a financial plan.
Technology Tools for Today ARTICLE: The ABCs of Implementing Workflow Processes


 



How to Add a Task properly within Redtail CRM

 

NetDocuments Integration with Salesforce CRM

 

GoalgamiPro SSO Integration with Redtail CRM

 

Laser App Anywhere Pull Integration with Salesforce CRM



Laser App Anywhere Push Integration with Redtail CRM

         

Articles and Presentations

 

Publication Title
CFA Institute Magazine Article: How Far Should Advisers Go When Deciding to Outsource?
Financial Planning Magazine Article: Chicken & Egg by Bob Veres: Using Outsourcers to allow your business to grow
WealthManagement.com Hands Off
FA News The Evolving Role of Human Capital in a Financial Advisory Practice
Inc. Magazine Outsourcing to Save Money?
Virtual Solutions for Advisors Advisors Face Hiring Dilemmas: Outsourcing or Not?
NAPFA Advisor Magazine ARTICLE – Goldman quoted in NAPFA Magazine on Nine Ways to Embed Compliance when Outsourcing to Virtual Staff
Practice Management Solutions ARTICLE – To Grow Go Virtual