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Don’t Get Lost – Let software manage your quotes for you

Word, Excel and Outlook are out of date when it comes to preparing quotes. Why waste vital time with manual operations when you could switch to software that handles it all for you? Here are three ways automation software can help you manage your quotations: Quickfire quote generation Generate queues of quotations in no time so you can spend your time working on more leads. Leave behind the stress of… Read More »Don’t Get Lost – Let software manage your quotes for you

Interview with Catalyst D-O – SwiftCase Productivity Podcast #39

In a special two-part episode, we’re speaking to Daniel Bourne of Catalyst D-O Performance Solutions about mental health, resilience and stress management. Daniel has many years of experience developing high-performance individuals and teams in the military after surviving a rigorous deployment to Afghanistan at 21 years of age as a high-risk assurance searcher with many close calls. He is an expert in handling psychological factors in life and developed pathways… Read More »Interview with Catalyst D-O – SwiftCase Productivity Podcast #39

Paraplanners save financial advisors time, but how can they improve their own productivity?

In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and responsibilities they have to meet for the end client and financial planners. Managing multiple clients for Paraplanners Paraplanners manage a portfolio of clients with whom they must maintain good relationships. Keeping track of a large volume of clients can be made easier through the use of Customer Relationship Management… Read More »Paraplanners save financial advisors time, but how can they improve their own productivity?

Produce Proposals Your Clients Just Can’t Say No To

Swiftly generate dynamic, consistent and compliant business proposals for your customers that they’ll always say yes to – as good as a shiny diamond ring. People can waste countless working days preparing proposals for their clients when a program can save time for everyone involved. Pop out proposal after proposal, problem free It’s possible to fully automate your proposal documents by applying logic to your document templates – you could… Read More »Produce Proposals Your Clients Just Can’t Say No To

Projection Bias: your future self is no more than a stranger to yourself

“I never get enough sleep. I stay up late at night, because I’m Night Guy. Night Guy wants to stay up late. ‘What about getting up after five hours sleep?’ Oh, that’s Morning Guy’s problem. That’s not my problem, I’m Night Guy. I stay up as late as I want. So you get up in the morning, the alarm [rings], you’re exhausted, groggy… Oh, I hate that Night Guy! See,… Read More »Projection Bias: your future self is no more than a stranger to yourself

Keep Compliant, Keep your Company

Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all the many rules and regulations of compliance: GDPR, Health and Safety, Employment and more. Don’t let your clients and employees lose confidence in you. Protecting them should be the priority as well as protecting your business. The cost of non-compliance and monetary fines have… Read More »Keep Compliant, Keep your Company

Let Tech Take the Trouble Out of Billing & Invoicing

No matter how innovative or popular your product or service is, if you start losing track of your finances, everything can go sideways before you even know you’re off-course. Passion for your business can overwhelm and detract attention from the headache that is handling your profit and loss, or confronting flaky customers who aren’t keeping up with payments. Although this is never fun, it is always possible to leverage technology… Read More »Let Tech Take the Trouble Out of Billing & Invoicing

5 Alternatives to Adobe PhotoShop

Putting it lightly, Adobe has been experimenting with Creative Suite plan price changes after the increase in the last few years. Putting it not lightly, Adobe may be taking advantage of their non-corporate user base. Individual users and small businesses have been wary of incoming inconspicuous price raises since the switch to a subscription model – and quite a few customers have found that the cheapest subscription plan has doubled… Read More »5 Alternatives to Adobe PhotoShop