Electronic signatures (or eSignatures) are one of my favourite examples of being able to use process and technology to strike the trifecta of improved client experience, efficiency, and risk …
My favourite ‘no brainers’ for process improvement
Everyone wants quick wins, and I’m no different. Even as a long-term thinker, I love a quick win. All else being equal, 15 minutes a day saved now, means more than an hour a week we can invest into …
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Four steps to the right quick wins and the right change
Change management is hard at the best of times. Given the degree of regulatory change in financial advice, the pace of change to client expectations, and the breadth of technology solutions available, …
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Set yourself up for success in the new year
The Christmas period impacts different practices and business units in different ways. For most, January is very quiet, February is a little quiet, and by March everything is in full swing. Most …
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The Trust Canyon
For a lot of people, it’d be easier to borrow $100,000 than it would be to get advice on whether you should borrow $100,000. In 2019, there are very few services that are like financial advice. Advice …
Complexity Creep
Complexity Creep is a subtle, but destructive force that can affect products, projects, and processes of any kind. Complexity Creep can slowly take any good idea and render it useless. The worst part …