Tech lessons from pop culture
Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.
Long live Your Silver Bullet
Software developers and integration — the beat goes on with some success.
The death of the out-of-office auto-response
Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?