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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.
