Collaborate Filing Phones Video 
Success
APRIL 12, 2022
It’s nice, but it boils down to another, prettier way of saying collaboration is key. And when you have that full orchestra assembled, you’re going to need a way to collaborate with them. Read on to discover 10 of the best collaboration tools to bring your next great idea to life in 2022. It takes a whole orchestra to play it.”
Tips From T. Marie
JUNE 26, 2018
We all know about texting, calling and emailing from our phones, but are you collaborating from it as well? With a plethora of collaboration tools online, it’s as simple as finding one with an awesome phone app that works for your business. I know, not all of us can snap photos on our phones like the Insta-famous.
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Success
MARCH 20, 2023
Clients generally meet with traditional financial advisers in person, over the phone or via video chat. Will you collaborate with other advisors, like CPAs or attorneys? Will you file tax returns or help with tax-related questions? As part of your interview, be sure to ask the following questions : Are you a fiduciary ?
Tips From T. Marie
FEBRUARY 14, 2018
Until recently, I really hadn’t given much thought to an online collaboration tool. For the past 11 years I’ve slowly transitioned from storing files on my computer hard drive to using a combination of removable storage and online file storage. Things like graphics and image files. Dropbox just changed my mind.
Success
JUNE 23, 2021
Those subconscious signals evaporate in an online-only collaboration. From there, develop a priority list of what you’d like taken off of your plate—travel planning, follow-up phone calls, research, filing, inbox management—and take baby steps until those are comfortably transitioned over.
All Things Admin
OCTOBER 26, 2023
When the pandemic began and offices shut down, businesses turned to video conferencing platforms like Zoom, Google Meet, and Teams to stay in touch and keep things running. And since a large portion of communication is non-verbal , it allows for better, more transparent collaboration. So don’t enter a video meeting that way, either.
Tips From T. Marie
MAY 4, 2016
Recently, Skype revealed a new application aptly named “ Skype for Business ” that is designed to connect businesses and their members not just socially but in ways that are especially useful for work collaborations. You can also send files within a conversation effectively doing away with email. Audio/Video Conferencing.
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