Your Hubly Update for May, 2023
Your May Mission: Automate and Streamline
Ready to make your practice leaner, smarter and more efficient? There’s no better time to start than now! And there are more tools available now than ever before — some of them free, most of them easy to use.?
Take ChatGPT. AI tools are pretty much inescapable these days, but have you ever really looked into how they can benefit your practice? One example is meeting summaries — as we showed in our most recent webinar, ChatGPT is excellent for creating meeting summaries, follow-up emails and to-do lists after a client check-in. Watch the recording?here.
What about employee onboarding? The faster new hires can get up and running, the faster your firm can scale up its productivity. One underrated Hubly benefit is how our software streamlines employee onboarding — be sure to read to the end of this newsletter, as you'll find a new case study outlining how a Hubly user created efficiencies in their onboarding process.?
Upcoming Webinars
Proving Your Value: Mastering Client Prospecting and Engagement?
(Fireside chat and demo with fpPathfinder and Firethorn Wealth Partners )
May 4th @ 1pm EST
How to Create More Valuable Onboarding Meetings for Clients with Insurance Reviews
(With Policygenius )
May 24th @12pm EST
领英推è
This Month in the Blog: New SEC Cybersecurity Rules: What They Mean and How to Prep
New cybersecurity rules proposed by the SEC could have major implications for how you run your practice. The proposed changes, which are currently open for comment, could mean additional reporting and recordkeeping requirements for RIAs.
Should you be concerned? Read our breakdown of the potential new rules — and get some helpful tips for building out a future-proof cybersecurity framework — in the Hubly blog.
Case Study: How Efficient Employee Onboarding Helped a Firm 4X Their Revenue in Two Years
Having the proper documentation and processes in place is crucial for employee onboarding. The more processes you have in place, the easier it is to bring on new team members, and the faster it is for them to get up and running in their new role.?
Advisors love that they can utilize Hubly to plug new employees into their current processes – allowing new team members to get up to speed quickly without hand-holding. In our newest case study, you'll see how the team at Wealth Mode Financial Planning was able to bring people in without any prior industry experience and get them productive in no time. Read it here:
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