Tag Archives: Workflowy

FPPad On Air with Russ Thornton to talk about cool apps for advisers

Posted on November 9, 2012 by in On Air

Today I connected with Russ Thornton of Wealthcare Capital Management (find Russ online at http://www.wealthcareforwomen.com) on a Google+ Hangouts On Air to talk about several apps and services he’s using to get more done in his business.

I want to make this a weekly broadcast for your benefit. Have suggestions on future guests, topics, or time slots? Contact me!

Here are the links to those apps we highlighted in the Hangout:

http://jobchangenotifier.com
https://birthdayco.com/index.php
http://getpocket.com
https://www.contactually.com
http://www.nudgemail.com
http://www.workflowy.com

Click here to watch on YouTube, and thanks for watching!

How financial advisers can improve their personal workflow

Posted on April 27, 2012 by in Efficiency, Software

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.