DETAILS OF THE NEXT EXCELERATOR NOW LIVE!

THE LOWDOWN ON WORKFLOW AUTOMATION

Aug 16, 2018

I'm terrible at remembering phone numbers.

By the time I've reached the sixth or seventh number, I've forgotten the area code.

I'll be honest - the only other persons' phone number I know is my wife's, and I think that's because I knew it before the age of the smartphone.

If we each had to...

Continue Reading...

THE ZERO DARK THIRTY GUIDE TO WORKFLOW

Mar 15, 2018

If you’re an adviser, broker, senior accountant or other “front stage”, client facing member of a team responsible for delivering face to face value and generating opportunities, and you’re spending time ticking off completed tasks in workflow, I need to share something.

...

Continue Reading...
Close

50% Complete

Become a subscriber

As well as being notified of new content, you'll also receive new of special stuff I only share with subscribers