Fintech Automation Blog
Introduction
In the previous post, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. In her post post, Cameo provided helpful tips for connecting and building authentic relationships with...
Introduction
In the previous posts, we set the stage for our email marketing plan. We went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple Zap using a simple form....
Introduction
In the past few posts, we’ve covered:
- What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
- Process and Workflows
- Process...
Introduction
In our previous post, we donned our artist hats and sketched out our workflows. What’s next?
Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your...
By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC
Introduction
In our previous post, we provided a very high level overview of processes and workflows, while touching on how they fit into the automation process. In this post, Brooklyn H. Brock,...
Introduction
Welcome to the Sphynx automation blog post series. As mentioned in our first post, we will cover small business automation tools, tips and tricks using simple web-based applications. Whether you’ve heard of automation before or have just...
