Change is Good…If You Know How to Manage It

November 15, 2018 at 1:40 PM / by Mariah Clarkin posted in apexaprotips, APEXA 101

In this time of rapid technological progression, many companies have had to alter or reinvent their operational processes in some way. This fact is not new. But, what we often don’t realize is that in order to successfully integrate operational changes, those in charge of doing so must proceed with care. What I mean by this is, it is crucial that company-wide transitions must consider all aspects of how they will affect the business. This is why having a comprehensive change management strategy is essential.

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Compliance – Got Your Hands Full, Digital Solutions Will Help!

November 1, 2018 at 3:02 PM / by Dylan Friedmann posted in apexaprotips, APEXA 101

Compliance touches so many aspects of an Advisor’s business. It impacts everything from required licensing, E&O, educational requirements, sales practices, know your client processes, to financial needs analyses, product suitability, sales disclosures and so much more. It goes without saying that we all want to be compliant, so we might as well take advantage of the options we have to simplify and standardize compliance processes.

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Need-to-Know Tips for Online Marketing

September 28, 2018 at 9:37 AM / by Mariah Clarkin posted in apexaprotips, APEXA 101

Before you roll your eyes and yawn, let me assure you – this is not another repetitive blog that is going to tell you social media is important. WE GET IT.

But the key difference between knowing that having an online presence is important and knowing how to actually use it to your advantage is critical. Online marketing is important when it comes to generating new leads and growing your business.

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VIDEO: Design Sprinting Our Way to the Top!

September 21, 2018 at 9:18 AM / by Dylan Friedmann posted in APEXA 101, apexaprotips

Put simply, at APEXA, we love learning. Learning new skills and perspectives helps our team to make APEXA the best product possible for our valued clients. We push ourselves every day to ensure we are always ahead of the curve and constantly learning, which is why you’ll often find us participating in workshops, attending conferences, speaking on panels, you name it! Whatever will get the creative juices flowing. As we highlighted in our August Newsletter, APEXA recently participated in a week-long Design Sprint workshop led by The Design Sprint Academy. Design Sprint is a time-constrained, five-phase process that uses design thinking to reduce the risk when bringing a new product, service or feature to the market. This workshop helps teams to define their goals, validate assumptions, better understand customers’ needs, and answer critical questions through design, prototyping and testing ideas with customers. Workshops like this help APEXA to stay ahead of the game by enhancing problem solving skills, improving group dynamics, and ultimately, contributing to a stronger, smarter team.

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[Video Series] APEXA 101: Making the Most of APEXA

October 16, 2017 at 11:17 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

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[Video Series] APEXA 101: The First 10 Days of Your APEXA Invite

September 15, 2017 at 10:57 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

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[Video Series] APEXA 101: Countdown to APEXA's Invite

September 7, 2017 at 12:18 PM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

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[Video Series] APEXA 101: Welcome to APEXA!

August 29, 2017 at 10:56 AM / by Jenny Zhang posted in APEXA 101, How-to, Registration

#APEXANation, welcome to our APEXA 101 video series! This will be a four-part series covering the basic but important how-tos of using the APEXA system. 

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