• June 2, 2023

I get it. Your to-do list is scarier than the latest Stephen King novel. It’s got more twists and turns than a rollercoaster, and you’re on it without a safety harness.

  • June 1, 2023

Harnessing the Power of Virtual Assistance The Barbara Turley Experience on The Small Business with Lori Brooks Show

  • May 31, 2023

Now don’t panic, I’m not about to suggest you learn to code or build your own robot. But let’s face it, automation is no longer a ‘nice to have’. It’s as essential as that first cup of…

  • May 30, 2023

Maximizing Productivity Top 5 Time Management Techniques for Financial Experts Effective time management is an essential skill for financial professionals; it’s more than just organizing your Google calendar or mastering multitasking. It involves balancing a range of responsibilities – from handling complex spreadsheets and client calls to attending team meetings, all while staying informed about … Continue Reading

  • May 29, 2023

Fusing Reflection with Efficiency A Memorial Day Handbook for the Astute Financial Guru So, here we are, Memorial Day, that glorious gateway to summer, and it got me thinking. This is a golden opportunity for us to hit the pause button on our Excel-addled brains and indulge in a bit of good old-fashioned reflection. Sure, … Continue Reading