eMoney Tip of the Week #89 Using Alerts
Our CEO, Greg Furer, explains how to customize alerts in eMoney to maximize productivity and reduce unwanted noise.
eMoney Tip of the Week #88 Using Bamboo
Our CEO, Greg Furer, talks about a program called Bamboo, and how it can help you maintain a clean, user-friendly client portal that your clients can conveniently access.
eMoney Tip of the Week #87 Summary Plan and Decision Center Multi View Updates
Our CEO, Greg Furer, talks with Connor Sung at eMoney about new software updates in the Summary Plan and Decision Center that can help you organize your workflow.
Create Your Mission Statement
There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and declare Your Why Define your Core Values Create your Mission Statement Create your Vision for your future Create your Life Roles I have done each of these …
The Rule of 3
The Rule of 3: A test in fortitude. In life, patterns often emerge that can help you make better decisions and assess how to use your resources. A common example is the “The Pareto Principle,” also known as the 80/20 rule, is a theory maintaining that 80 percent of the output from a given situation …
Swatting the BATS: Big Annoying Tasks
The Embarrassing Backstory A few years ago, I was sitting on the couch with my wife Amanda watching TV. Out of nowhere, a bat came flying across the room. At first, I thought I was seeing things. How could we have a bat in our nice home? However, the bat decided to fly a nonstop …
Beratung Swag
Fans of Our Brand If you have ever flown to Pittsburgh from another airport, you will notice something at your gate. At least one person (and typically a lot more than one) is wearing some form of Pittsburgh sports apparel. It may be a Steelers jersey, a Penguins hat, or a Pirates t-shirt but rest …
The Beratung Book Canon
Our “Canon” is the list of books we believe everyone should read. Loosely following the model set by the Bible Canon, we have broken our recommended books into 7 major Biblically based categories. The Gospels These are the 4 most important books for Beratung’s Culture. They are required reading in the first year of joining …
Maximizing Your Reading Investment
Since my childhood, I’ve been drawn to self-help and motivational books. There’s a certain magic in the way they can reshape your thinking and open doors to new possibilities. However, if you’re going to invest your time in reading a book, why not ensure you’re getting the most out of it? The Book Report Revolution …
Repetition Leads To Retention
My wife, friends and former business partner will tell you I have a tendency to say the same things over and over and over again. They will tell you I have quite a few cliché sayings that I have said so much they can finish the sentence as a start speaking it. I have said …
