Spring is in the air, and the worst of tax season is (hopefully!) behind you. It's a great time to tackle some of the projects you've been putting off during the busy parts of the year.
But you can't start a project without a process. And when it comes to running an advisory firm, you can't have a process without a workflow. Broken or poorly designed workflows can lead to errors, duplication of effort, compliance or reporting issues, and more.
In this webinar from the Hubly vault, we'll show you three things you can do today to spring into action with better workflows for your firm. Watch it here.
UPCOMING WEBINAR
Did you know ChatGPT wrote this email? Just kidding — but there is a lot it can do! In our next webinar, we will show you how you can utilize ChatGPT with Hubly to transform your client meetings, save time and ensure nothing falls through the cracks — all while still keeping a personal touch.
Join Ron Gorodestky, Hubly COO and cofounder, on April 18th, at 12pm EST for a quick and cheerful live demo.
Replacing a team member comes with challenges, but with Hubly's new feature, replacing departing users in your Hub is easy. You can quickly manage user access and invite new team members.
If you have an employee leave the team or take an extended break, it's important that their tasks don't slip through the cracks. Now you can bulk re-assign their work with just a few clicks for a seamless hand-off.
Sort by status and filter out inactive Redtail clients
Hubly now supports filtering contacts by status as you sync with Redtail. Exclude inactive clients or other contacts that don’t require service, and keep your account manageable.
This Month in the Blog: How I Learned to Stop Worrying and Love Doing My Taxes (Well, Maybe Not Love)
In this post, Hubly's copywriter-in-residence, Tim Welsh, walks us through his accidental career —and some of the financial, and psychological, repercussions that resulted from falling backwards into freelancing.
More talk about taxes is probably the last thing you want to read right now. But we promise this post is a fun one, with a useful lesson in it for advisors, too — as gig economy and contract work becomes more common, more of your clients will be coming to you with stories like Tim's.
How to Stop Looking for Links and Resources by Using Hubly Workflows
Watch our Hubly tip to learn how to embed links and resources into your workflows so that you have them where you need them, when you need them. Stay organized, stay on track, and don't waste any more of your valuable time searching for links.
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