by Brad Geelan | Jan 13, 2021 | Client Management, Featured Articles, Financial Services, Technology, Technology Support
You can’t plan for everything. (See: global pandemic.) Yet so much of running a successful business is about proper forecasting. While that certainly includes being an early adopter of key trends, they’re only half the battle when it comes to cybersecurity. The...
by Brad Geelan | Dec 1, 2020 | Financial Services, Practice Management, Team Leadership, Technology
It’s been a year of learning, change, and adaptation; particularly for how we run our businesses. For many, it’s been the first time we’ve had to work remotely for more than a day or two, quickly re-jigging processes and systems to enable entire teams to keep things...
by Brad Geelan | Nov 10, 2020 | Client Management, Document Management, Financial Services, Software Support, Technology
Will 2021 be the year you implement a client portal? Here are 5 things you should consider before you do. As we’ve all become more mobile in the past year, you have likely been looking at your processes, systems, and infrastructure in a new light: Is it simple – for...
by Brad Geelan | Sep 21, 2020 | Document Management, Featured Articles, Practice Management, Technology, Workflow Management
While 2020 has certainly thrown us a bit of a curve ball, now that Spring has sprung it’s a matter of weeks until you get a well-deserved break (hopefully!). However, just because the end of the year is in sight, doesn’t mean you should take your foot off the peddle;...
by Brad Geelan | Sep 12, 2019 | Featured Articles, Technology Support
When was the last time you stepped back and looked at all of the different tech tools and software solutions you’re using to run your practice? Are they still serving you, do your team know how to use them (correctly), and are there any opportunities to revisit...
