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Category Archives: Innovation

Profit from Electronic Signing

02-Jan-11

A conversation with a client recently led to this discovery: “Everything went great on the call and they wanted a proposal. So, once we hung up we put together an agreement and emailed it over. The client had to head out that day and we haven’t been able to track them down since. That was [...]

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Call Scripts & Compliance with Default Field Values

31-Dec-10

I recently did some work with a precious metals company that had some very unique compliance requirements that in part also occur with many financial services firms. The issue relates to disclosures. In a real estate transaction you have lots of disclosures but they are written and reviewed prior to or during the visit to [...]

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Is Your Profitability Flexible? Here’s a Possible Solution

11-Aug-09

When it comes to business, using flexible tools in the wrong place can make your profitability flexible too. Every business does it for at least a short time but the successful will proactively innovate to avoid the high cost it brings with growth. Here’s a short test to see where you are on the scale. [...]

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How To Make Tables Easier To Create & Use in Basecamp

06-Jul-09

As a Digital Coach, I leverage Basecamp in my business and coach others to do so as well. It helps managers better manage and everyone executes better because they know what is expected by when in a simple, easy to understand fashion. One of the underused elements of Basecamp is it’s ability to render tables [...]

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Organize Your Growing Set of Browser Tabs

10-Jun-09

During both of my last two online coaching sessions, my client has asked me about the way I have setup my own web browser, Firefox. Specifically, they wanted to know how I could have over 20 open Tabs at once and still remain sane. The ability to have multiple pages in your browser be seen [...]

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