With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Meeting with clients is an essential component of maintaining a strong relationship and level of service in any financial advisory business. For many advisors, client meetings may be the primary way ...

Leading personal trainer software provider, PT Distinction, has launched a redesigned client portal providing a faster, user experience-driven ...

Over the years, the ways we make schedules have changed a lot, but they are still essential to the success of any business. What the Executives used to keep in handwritten calendars is now digital in ...

The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of ...

In the busy world of financial advisors, where juggling clients, meetings and administrative tasks is the norm, there’s one activity that outweighs them all: scheduling. It’s the heartbeat of an ...

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...

Confronted with spending millions of dollars persuading nurses to work overtime, an Indianapolis hospital administrator had a novel thought: Could a computer program let nurses “bid” on which shifts ...

CONCORD, Calif., Jan. 16, 2025 /PRNewswire/ -- Center for Social Dynamics (CSD) is thrilled to announce the successful launch of CSD Connect, a trio of groundbreaking scheduling apps developed ...

AMN Healthcare sells Smart Square® software to symplr, enhancing workforce management through a strategic partnership. Total deal valued at $75 million. AMN Healthcare announced the sale of its Smart ...