Articles about Business/ Tech Tools Practice Management

• Why You Can’t Afford to Ignore Social Media
  May 2010
  Use it effectively and you can expand your reach, grow your business and establish yourself as an expert.
  
  
• Technology Vital in Financial Planning
  September 2009
  Software allows advisors to generate financial plans for their clients.
  
  
• More Cool Tools for You
  June 2009
  These high-tech tools will help you manage your time more efficiently and secure your data.
  
  
• Cool Tools for Every Advisor
  May 2009
  Here are four tools that will help you work more efficiently.
  
  
• Free Email Notification, Retrieval Program
  April 2009
  Use this software to retrieve your emails from up to 16 accounts.
  
  
• Archive, Search Emails for Free
  March 2009
  If you are suffering from email overload, use this software to search and archive emails quickly and easily.
  
  
• Free Backup to Protect Your Files
  February 2009
  This system offers online backup, protecting data from catastrophic events that can wipe out your hard drive.
  
  
• Online List Manager to Your Rescue
  January 2009
  Use this free online system for better organization.
  
  
• Receipts Go High-Tech
  December 2008
  This online service helps you organize your receipts by digitizing and organizing them.
  
  
• Kill That Spam for Free!
  November 2008
  You can integrate this powerful spam filter system directly into popular email clients.
  
  
• Free Fix for Your Computer Glitches
  October 2008
  Email your problem, and these technicians will email you the solution.
  
  
• An Online PA Who Works for Free
  September 2008
  Sign up and start getting reminders for professional and personal tasks.
  
  
• Score Big With Your Business Plan
  August 2008
  Check out this website to download free templates of business plans and more.
  
  
• Seven Steps to Keeping Your Computer in Top Shape
  May 2008
  These steps may save you thousands in repair costs and downtime?and help you avoid a techno-headache.
  
  
• Seven Easy Ways to Avoid an Email Meltdown
  February 2008
  Don't let haste, artistic bent or lack of protocol sabotage your email missives.
  
  
• Time-Saving Tools
  February 2007
  Check out these three gadgets, which just may free up a bit of your day.
  
  
• Make a Wish
  December 2006
  They’ll know what to get and you’ll know what to give by using online “wish list” tools.
  
  
• Cheaper, Easier, Better
  November 2006
  ... a you-can-never-lose-it golf ball, a stylish VoIP phone and other gadgety marvels.
  
  
• Before You Hit Send
  September 2006
  These seven tips will help you master the essentials of effective email communication.
  
  
• Un-Furl the Power of the Web
  September 2006
  This free web tool lets you easily save and share information from the internet.
  
  
• Blog Your Way to Better Clients
  August 2006
  You don’t need to be a web guru to use this online marketing tool. Here are five reasons to give it a try.
  
  
• Feed Me, Seymour
  August 2006
  It’s really simple to get updated news headlines—including industry news—on your computer through RSS feeds.
  
  
• Meet George Jetson …
  July 2006
  It’s time for some plug-in technology that actually works—easily. Here are some great work tools and fun gadgets.
  
  
• Making the Grade
  June 2006
  Here are some helpful tips on what to ask your clients in your report card.
  
  
• Your Computer Security Checklist
  April 2006
  Here are 10 things you can do to keep your valued information out of the hands of ne’er-do-wells.
  
  
• Safety First: Internet Security
  April 2006
  Small businesses like yours are among the most popular targets for internet attacks. Protect yourself today.
  
  
• How’s Your Browser?
  February 2006
  New web-surfing tools can make your internet experience easier and more secure.
  
  
• A Briefcase in Your Pocket
  November 2005
  Your paperwork is much easier to carry when it’s the size of a pack of gum.
  
  
• Let the Buyer Beware
  November 2005
  Getting the best bang for your buck when buying computer or electronic equipment requires a little research, so here’s your guide to buying guides.
  
  
• Why Go Wireless?
  October 2005
  Unsure about letting your data fly through the air with the greatest of ease? Now’s a great time to cut the cord.
  
  
• Improving Your Relationship Management
  May 2005
  A formal process can help you assess your performance.
  
  
• Relationship Management Tools
  May 2005
  Use this cover letter and questionnaire with your clients, peers and employees to get a comprehensive view of your practice.
  
  
• The Search Is Over
  April 2005
  Desktop search tools from Yahoo! and Google can make your life easier.
  
  
• All You Really Wanted for Christmas
  January 2005
  Did you get what you wanted this holiday season? If not, it’s time to treat yourself.
  
  
• Protect Yourself
  January 2005
  Hackers are lurking, so follow these tips to protect your computer and your network.
  
  
• Blue-Collar Sales
  December 2004
  In rural areas blue-collar workers can form a solid base for a book of business.
  
  
• Hanging Up on the Baby Bells
  December 2004
  New voice-over-IP services could cut your phone bill in half.
  
  
• New Kid From the Old School
  December 2004
  BusinessWeek targets the little guy with a new magazine. Is it worth a look?
  
  
• Stop Surfing, Start Feeding
  November 2004
  If you use the internet as your primary news source, this new tool will help you save time and find more information.
  
  
• Four Search Engines that Aren't Google
  October 2004
  Here are four alternatives to the ubiquitous search engine.
  
  
• Choosing Financial Planning Software
  March 2004
  Start by figuring out your beliefs and picking a tool that reflects those beliefs.
  
  
• Get Results
  March 2004
  For prospects to find your website, you must be on the major search engines
  
  
• Creating an E-Journal
  February 2004
  All you need to succeed—your strategies, sales ideas, goals—can be just a click away.
  
  
• Finding Lost Computer Files
  February 2004
  Did your computer swallow your document? Never fear—the answers are here.
  
  
• Kill Spam Dead!
  February 2004
  Here are some spam filters to rid yourself of this pest forever.
  
  
• Using Technology to Grow Your Business
  February 2004
  Here are some easy steps to leverage your computer and the internet so that you can reduce your administrative work, find more high-quality prospects and spend more time with clients.
  
  
• The Business and Financial Pages
  January 2004
  Here are several sites we recommend for business and financial news.
  
  
• Six Tips to Make Email Easier
  December 2003
  If email has become a chore for you instead of a timesaver, read on ...
  
  
• Get Online: Building and Marketing Your Website
  November 2003
  Do it yourself, use a template or hire a designer?here are three options to getting your business on the web.
  
  
• Maximize the Return on Your Website Investment
  August 2003
  Learn low-cost, practical ideas to market your company website.
  
  
• Technology: How Well Do You Manage It?
  July 2003
  Take this short quiz to see if you are taking full advantage of your office technology.
  
  
• Client Management Systems and Asset Management
  December 2002
  Getting clients is hard work. Using a CMS can help you keep them.
  
  
• Traffic Control: Turning Browsers Into Prospects
  August 2002
  Get prospects to use the website you?ve worked so hard to create.
  
  
• Bugged!
  November 1999
  Are you ready for Y2K?
  
  
• A Glossary of Insurance Terms
  August 1999
  Many times we encounter terminology in the arcane world of insurance lingo that we don’t understand. Keep this guide close at hand so you won’t be confused by the next big word or phrase that comes at you from the home office or advanced underwriting.