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From Tatev, Armenia...
A tech tip about AI additions to popular bookkeeping software, and third party options for using AI to automate reconciliations.
Some concise advice about why talking about innovating and actually being innovative are two different things, and why getting your hands dirty now, means you'll be offering better service to your clients.
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Booke.ai
Docyt.com
00:00 Location Update
01:13 Tech Tip
07:05 Concise Advice
14:21 Wrapping up
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From Aktau, Kazakhstan...
A tech tip about devices and services to make traveling more pleasant and convenient.
Some concise advice about why your potential clients don't really care about your credentials, and what they do care about.
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00:00 Location Update
01:01 Tech Tip
09:29 Concise Advice
20:45 Wrapping up
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Fehlende Folgen?
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From Baku, Azerbaijan...
A tech tip about some features in Adobe Acrobat you may have overlooked.
Some concise advice about how to deal with marital stress when you aren't on the same page as your spouse regarding time and investment in your practice.
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00:00 Location Update
01:07 Tech Tip
07:33 Concise Advice
14:04 Wrapping up
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From Raleigh, North Carolina...
A tech tip about Softr, a tool for building forms, portals, and web applications on top of your Google Sheets and Airtable databases.
Some concise advice about repurposing the marketing content you create to get exponentially more value for your effort.
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00:00 Location Update
01:04 Tech Tip
06:42 Concise Advice
14:00 Wrapping up
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From Copenhagen, Denmark...
A tech tip about a few hidden features for Google Workspace users.
Some concise advice about navigating the minefield of selecting and giving gifts to friends, colleagues, and referral sources.
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00:00 Location Update
01:11 Tech Tip
08:00 Concise Advice
14:13 Wrapping up
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From Copenhagen, Denmark...
A tech tip about using Napkin.ai to turn the text and outlines you already have into flowcharts, mindmaps, and graphics in a matter of seconds.
Some concise advice a bout the importance of giving your team not just a job, but a sense of meaning so that they can do their best
work.
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00:00 Location Update
01:05 Tech Tip
06:41 Concise Advice
14:01 Wrapping up
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From Copenhagen, Denmark...
A tech tip about upgrading your audio and video if you're doing webinars, live streams, and media marketing.
Some concise advice about the importance of sticking to an organizational structure so that you don't end up being everybody's go to problem solver and a major bottleneck in your practice.
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00:00 Location Update
01:01 Tech Tip
13:26 Concise Advice
18:15 Wrapping up
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From Klaksvik, Faroe Islands...
A tech tip with five strategies for coping with the ever changing and updating technology landscape.
Some concise advice about why lawyers need training and strategies for confronting, dealing with, and preventing burnout, rather than just ignoring it and making the problem worse.
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00:00 Location Update
01:02 Tech Tip
08:35 Concise Advice
16:24 Wrapping up
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From Klaksvik, Faroe Islands...
A tech tip about if an alternative web-browser might be a better fit for your day-to-day browsing.
Some concise advice about why embracing chaos can often lead to a better journey.
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00:00 Location Update
01:20 Tech Tip
11:05 Concise Advice
15:16 Wrapping up
Resources
Brave
Opera
Vivaldi
Arc
Sidekick
Orion
DuckDuckGo
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From Klaksvik, Faroe Islands...
A tech tip about deadlines on projects and the utility in being able to mark something as "complete".
Some concise advice on flipping the script on asking for referrals and getting referral sources excited about helping you out.
00:00 Location Update
01:00 Tech Tip
06:29 Concise Advice
13:50 Wrapping up
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From Klaksvik, Faroe Islands...
A tech tip about doing a post-summer inbox detox with tools like
Some concise advice about the outdated annual performance review and what you should be using instead.
00:00 Location Update
01:26 Tech Tip
08:23 Concise Advice
16:59 Wrapping up
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Resources
AgainstData
InboxPurge
SaneBox.
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A short break from our normal format to talk about the need to focus on a long term vision for your practice and the upcoming VisionQuest program at Rosen Institute.
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From Dinan, France...
A tech tip about using AI to automatically label your files based on their contents.
Some concise advice about why being a specialist is far better than being a generalist.
00:00 Location Update
00:58 Tech Tip
07:29 Concise Advice
12:54 Wrapping up
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Resources
Keep It Shot
Riffo
FileJuggler
Hazel
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From Dinan, France...
A tech tip about using EchoDuck to quickly share a folder from your computer to the web.
Some concise advice about the dangers of chasing the newest, shiniest object.
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Transcript
00:00 Location Update
01:06 Tech Tip
05:40 Concise Advice
12:23 Wrapping up
Resources
EchoDuck
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From Dinan, France…
A tech tip about some new features and powerful add-ons for Apple Notes.
Some concise advice about why selling a firm might be a better option than hiring a CEO and staying onboard.
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00:00 Location Update
00:58 Tech Tip
07:21 Concise Advice
14:54 Wrapping up
https://www.pronotes.app/
https://quotion.co/
https://montaigne.io/
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From Dinan, France...
A tech tip about the evolving landscape of AI in web search and its implications for content delivery and marketing strategies.
Some concise advice about health management post-heart attack, and why exercising is tied to your work.
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Transcript
00:00 Location Update
00:58 Tech Tip
07:28 Concise Advice
16:32 Wrapping up
Resources
Perplexity
Arc Browser
GenSpark
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From Paris, France...
A tech tip about sharing information only in the event you become incapacitated with WeExpire.org
Some concise advice about why you should train your analytical skills on the decisions you make in your practice, not just on your client work.
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00:00 Location Update
00:59 Tech Tip
06:29 Concise Advice
14:45 Wrapping up
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From Sanary Sur Mer...
A tech tip about some browser extensions to lift resources and ideas from across the web.
Some concise advice about when you should and shouldn't believe the hype around practice strategies and marketing tactics.
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00:00 Exploring the Luxuries of Monaco
00:38 Enjoying the Simple Pleasures in Santa Rae
01:14 Tech Tip: Borrowing and Stealing Ideas
02:13 Browser Extensions for Designers
05:05 Extracting Text from Images and Videos
06:23 Moment of Concise Advice: Evaluating Business Tips
09:49 Critical Thinking in Business Decisions
14:35 Final Thoughts and Encouragement
Tech Tip Resources
WhatFont
Image Downloader
SelecText
Extract Text From Image
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From Sanarey Sur Mer, France...
A behind-the-scenes peek at a session from a recent members-only program from inside Rosen Institute on Operations, where Ned Daze discusses 6 strategies you can work on today to leverage AI in building workflows, automations, and tools around the processes in your firm.
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LLM tools
Gemini
Claude
ChatGPT
Document processing
AirParser
Docsumo
Sensible
Meeting Assistants
Fireflies
Otter
tl;dv
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From Sanary Sur Mer, France...
A tech tip about being sure you understand who is benefiting from the projects you pursue.
Some concise advice about whether endless growth is the goal you're really seeking.
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