Updated 05/01/2022 The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping its enemies. “I have a whole bag of tricks,” he said, “which contains a hundred ways of escaping my enemies.” “I have only one,” said the…
Updated 29/12/2021 In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and responsibilities they have to meet for the end client and financial planners. Managing multiple clients for Paraplanners Paraplanners manage a portfolio of clients with whom they must maintain good relationships. Keeping track…
Updated 22/12/2021 Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all the many rules and regulations of compliance: GDPR, Health and Safety, Employment and more. Don’t let your clients and employees lose confidence in you. Protecting them should…
Updated 15/12/2021 How many times have you said, or heard someone say, “I don’t have the time to that”? We all lead busy lives. There are a massive number of draws on our time, and increasingly so. In 1995, only 1% percent of the global population had an internet connection. Now many can’t go five…
Updated 08/12/2021 It is so much harder to gain a new customer than to keep an existing customer, so, why are businesses so obsessed with new sales, rather than the success of their current clients? In this article, I will take you through why you need to focus on delighting your current customers, and why…
Updated 01/12/2021 On 18th June 2019, I went with my wife and son to watch Metallica play live at the Etihad Stadium in Manchester, UK. Separately, Craig, our Development Manager, went to see them (and meet them in person!) as well. Along with around 60,000 other Metallica fans, we watched, danced and sang as they…
Updated 24/11/2021 Having a great business idea with the vision to see it through is not enough. If you can’t get paid, then your company isn’t going to survive. You will not have a business for very long if you don’t take care of the bottom line. In this article, I will give you key…
Updated 17/11/2021 I am a master procrastinator. From picking the perfect background music for a ‘productive’ work session to going down the rabbit hole of productivity videos on youtube, ending up watching something to do with Buddhist meditation hours later, I can be very inventive in finding ways not to do something. I am not…
Updated 10/11/2021 Being an entrepreneur isn’t a smooth journey; you have to learn as you go along, especially as a first-time entrepreneur. You will make many mistakes along the way, but as long as you treat them as a learning opportunity, they don’t have to be an adverse event. In this article, I will give…
Updated 03/11/2021 We produce videos on productivity, growing your business, and the best ways to leverage tech and software – in order to facilitate growing your business and improving your way of life, so you can focus on what matters. Subscribe to the SwiftCase YouTube channel We help thriving businesses, swamped by growing demand, automate…
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