To Excel or not to Excel

I recently had the opportunity to present one of Cambridge’s TRAIN webinars, a series dedicated to Practice Management education.  This was my third TRAIN in as many years. Having previously delivered presentations revolving around the web, namely discussion of essential website design and the broad impact of cloud computing, I decided to dig into operations a bit. I chose a topic lurking in nearly every office, but rarely receiving any real scrutiny.

I chose spreadsheets. Read more

Are you putting too much trust in your email?

According to news sources, on January 17 of this year the FBI team responsible for investigating the hacktivist group ‘Anonymous’ held a conference call with their colleagues at Scotland Yard. The conversation that was said to be somewhat sensitive, included a discussion of Scotland Yard secretly seeking judicial permission to delay the arrest of two British suspects while the FBI gathered more evidence against the rest of the group. According to reports, the FBI felt that allowing the contents of the call to become public would damage the investigation and embarrass both organizations, so they took steps to password protect the call. Read more

Feed Your Mind With RSS

In my last post, I discussed ways to annotate and store the various information financial professionals gather in their work. This time I’ll talk about a way to more efficiently gather some of that information in the first place. Read more

Take Note
~Gabriel Cooper

Recently, in the midst of a tech consultation I found myself giving a second opinion to a rep-advisor who’d already done a good job of performing due diligence on the technology in his office. He had a series of questions to ask regarding a few processes, but it was mostly a process to ensure that he’d already made appropriate choices. Read more