How Demanding Are Your Firm’s Year-End Processes?

November CFP® Certification Examination Results Mailed

Use Tag Clouds to Identify Common Threads

Dropbox Featured in Forbes; Tools Should “Just Work”
Last week I wrote about how the Dropbox service prevented minor embarrassment when my presentation slides weren’t loaded on the presentation laptop. I finally got around to reading the October edition of Forbes magazine and saw Lee Gomes’ Digital Tools column. Click here to read Forget Disruption. Dive Deep Instead o

ByAllAccounts Offers Free Service and Referral Incentive to PortfolioCenter® Users
ByAllAccounts, one of the leading asset aggregation providers in the independent investment adviser space, just announced two incentives for advisers using the Schwab Performance Technologies® PortfolioCenter® portfolio management system. Here are the details: If you’r

A Real Life Example of Productivity Tips in Action
I just returned from presenting at the SRI in the Rockies 2009 pre-conference event hosted for members of the First Affirmative Financial Network. I presented two breakout sessions for the group, one on using CRM systems to enhance relationship continuity with clients and one on increasing a

FINRA Beating SEC on Social Networking Guidelines
Like them or not, FINRA is getting the jump on the SEC over issuing guidelines to registered representatives regarding the use of social networking. FINRA is offering a compliance webinar on December 16, 2009 to cover “compliance and regulatory considerations when using social networking sites to communicate firm business.” Why FINRA de

What’s the Latest Version of Junxure?
So I’m reviewing my messages in GMail this evening and happened to glance over at the Google AdWords. In the top spot is an ad for Junxure CRM and boasts how “Version 7 Rocks!” (the mixed use of upper and lower case is interesting, too) Isn’t Junxure on version 8 now?