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Paraplanners save financial advisors time, but how can they improve their own productivity?
Paraplanners save financial advisors time, but how can they improve their own productivity?

In this article, I will cover how paraplanners can leverage technology to improve their productivity...

Produce Proposals Your Clients Just Can’t Say No To
Produce Proposals Your Clients Just Can’t Say No To

Swiftly generate dynamic, consistent and compliant business proposals for your customers that they’l...

Statistics - SwiftCase Productivity Podcast #38
Statistics - SwiftCase Productivity Podcast #38

Today we're discussing interesting statistics and how we should use stats in our businesses. I...

Projection Bias: your future self is no more than a stranger to yourself
Projection Bias: your future self is no more than a stranger to yourself

“I never get enough sleep. I stay up late at night, because I'm Night Guy. Night Guy wants to stay u...

Keep Compliant, Keep your Company
Keep Compliant, Keep your Company

Although you may mean well, your good intentions will not amount to much in the eyes of the law. It ...

Let Tech Take the Trouble Out of Billing & Invoicing
Let Tech Take the Trouble Out of Billing & Invoicing

No matter how innovative or popular your product or service is, if you start losing track of your fi...

5 Alternatives to Adobe PhotoShop
5 Alternatives to Adobe PhotoShop

Putting it lightly, Adobe has been experimenting with Creative Suite plan price changes after the in...

Consumer as the Creator - SwiftCase Productivity Podcast #37
Consumer as the Creator - SwiftCase Productivity Podcast #37

Today we're discussing a business model where the customer/community produces the content or feature...

Stop saying "I don't have the time to do that"
Stop saying "I don't have the time to do that"

How many times have you said, or heard someone say, "I don't have the time to that"? We all lead bu...