How financial advisers can improve their personal workflow

Let’s face it. Time after time you hear speakers at conferences and on webinars talk about implementing workflow processes in your practice. It easy to talk about, but much harder to effectively implement in a busy financial advisory firm.

So why not start small and target your own personal workflow?

In this month’s Quickview update for Morningstar, I cover a clever web app designed to help you do one thing: master your personal workflow.

Workflowy is a clever web app to help you tackle your personal workflow

Workflowy is the app I reviewed, and the screenshot above shows you an example of how I use it for my own workflow. Read the full column and start experimenting with Workflowy this weekend.


2 Responses to “How financial advisers can improve their personal workflow”

  1. Jeremy Brenn January 1, 2013 12:27 pm

    Hey Bill. You should check out Wunderlist too.

    • Bill Winterberg January 1, 2013 1:05 pm

      Thank you for the suggestion Jeremy, I’ll check out Wunderlist when I get a chance.