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News Room
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September 2005
Journal of Financial Planning The Future Is Calling
By taking advantage of the latest technology, you can have the look, feel, and cost
of one phone system, no matter whether your staff is around the corner or around the world.
Click Here to See Article!
Evaluation, Getting Started Tips and Phone Service Providers
Linked with permission by the Financial Planning Association, Journal of Financial Planning
An excellent resource for evaluating new phone systems.
Click Here to See List!
May 2005
Research Magazine Making the Paper Cut
Two advisors used different methods to get paper out of their offices and reap the benefits. Here's how they did it.
Click Here to See!
May 2005 There is a lot of conjecture about
e-mail compliance — this article
helps clarify what's really required along with processes
firms
are employing to help with e-mail compliance. Click
Here to See! 
March 2005
Journal of Financial Planning The Magic Wand of Transcription Technology
If we were to wave a magic wand over your practice and grant you
three wishes, what would they be? This article covers three different
means of transcription technology: outsourcing, in-house, and automation, along with practice ideas.
Click
Here to See!
Linked with permission by the Financial Planning Association, Journal of Financial Planning
September 2004
Journal of Financial Planning ID-ology: A Planner ’s Guide to Identity Theft
Most planners will likely encounter a client who is
victimized by identity theft. This article offers tips
on how to help a client when it happens, plus steps financial
advisors can implement with their clients to make them
a less likely target.
Click
Here to See!
May 2004
Journal of Financial Planning Gotcha's and Ah-ha's of Becoming Paperless
Becoming "paperless" is an exciting undertaking
for a planning firm. Use these tips to help make sure
your system meets your expectations—and to avoid the
buyer's-remorse blues. Click Here to See!
January 2004
Journal of Financial Planning Get Real!
The planning firm's entrepreneur (that's you) thrives on creation, change and challenge. But admittedly, the little things sometimes fall through the cracks. The answer is often to add a technological "solution," right? Get Real!
Click Here to See!
September 2003
Journal of Financial Planning Do More than Store
Are you planning to replace your filing system with an electronic document management system? Don’t stop there! Electronic document management can be much more than a glorified storage system; it can be a way to streamline your entire office workflow.
Click Here to See!
Like many financial planning practices, you probably back up your critical office data to protect against a catastrophe. Unfortunately, a catastrophe may be the least of your worries. Click Here to See!
In the above article, we discuss a media rotation schedule. You can download your own copy of the backup media rotation schedules by clicking the year below:
February 2003
InvestmentAdvisor.com CRM and the Paperless Office CRM stands for Customer Relationship Management, which means Junxure-i and ProTracker. Andy Gluck interviews planner technology consultant Kevin Day on how to integrate this software into your practice. Click Here to See!
January 2003
Journal of Financial Planning At Your Service: What You Should Know Before Buying Your Next Server Thinking about buying or upgrading your expensive server? Most financial planning offices can do just fine with a much cheaper workstation-class computer equipped with a redundant hard drive. Click Here to See!
November 2002
Morningstar Advisor Article Cheaper Ways to Create PDF Documents Joel Bruckenstein demonstrates the core features and functionality of Adobe Acrobat, as well as Acrobat's available expandable programs. Joel also illustrates how to more efficiently create PDF documents. Click Here to See!
August 2002
Journal of Financial Planning E-mail Triage Swamped with e-mail and having trouble deciding what's critical and what's junk? Jo and Kevin Day offer a system for putting your bulging inbox on a diet -- and reducing the time you spend handling it. Click Here to See!
May 2002
Journal of Financial Planning Home is Where the Connection Is While logging into the office used to be a matter of convenience, remote connection is now a key part of the business plan for many practices. Kevin and Jo Day review strengths, weaknesses and pricing of several options to connect remote employees to the office relative to your firm’s needs. Click Here to See!
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