Webinars

Taking your firm’s procedures online can improve efficiency and client service. Yet many firms struggle in going paperless because they do it piecemeal instead of embracing a systematic process. In this webinar, Jo Day, managing partner of Trumpet Inc., will teach you the right way to integrate your firm’s documents, workflow processes, and software platforms. You’ll learn to:

• Retrieve information based on how you naturally think and your role in the firm
• Achieve filing nirvana—speed and consistency
• Transform your client-meeting experience
• Cut quarterly report preparation time from days to hours

At Trumpet Inc., Day oversees a team of workflow designers who dramatically increase productivity for financial advisory practices throughout the country.