It's one that I made this year. While attending coaching school, one of the many lessons I learned was to do as I tell my clients to do.  My clients create systematize to improve their firms operations and marketing.   They also review each planning system yearly and other systems after one year and then every 3 years for efficiency.  I do the same. This was the year I updated my own virtual workshop system.  I began by looking at the various technologies I have used over the last 16 years: Screen sharing (like  https://www.Skype.com or http://www.join.me who recently added video capacity) Teleconference lines with recording capability (I use http://www.freeconferencecalling.com/) Teleconference lines that also offer a way to have

Microsoft Office 365 contains numerous features that help an advisor run a dynamic business practice while continuing to meet and maintain compliance requirements. Office 365 Email is secure, reliable, and professional. It’s said that we use between 10-20% of the features of the software we own. Through this Office 365 course you’ll learn how the software can help you run your business more efficiently.  You’ll also leverage features and practices that are essential for compliance.  Affordable at $29 each or all 12 for $99. View class offerings on the bottom of http://lucidpointe.advisorproducts.com/home P.S.  Let Robert know that Coach Maria sent you. Image copyright:  123RF Stock Photo/alexwhite

-- and What You Can Do About It Scammers abound. You’ll find them in your community, on the Internet, and everywhere in between. A year ago, while researching technology specialists in the financial industry, I came across a website that seemed oddly familiar. It was a carbon copy of another site I had seen! Someone had stolen every page, every picture, the logo, and even a list of outsourcers from the first site. I notified the real owner of the site, who thanked me for alerting her to this theft. Her web designer went through the steps to get the scammer's site shut down. Occasionally, I'll find one of my articles on someone else’s site. Sometimes