Make 2020 the best year yet for your firm! Browse the topics below and scroll over the letters to reveal articles, webinars, checklists, worksheets and more to help you realize your firm’s vision in 2020.
Take our short, 5-minute quiz to see which areas you need to focus on most to make 2020 the best year yet for your firm!
Work through the six themes of content below. Once you’ve finished a theme, take the quiz to earn your badge! The first 50 people to earn all six badges will get a 2020 Visionary t-shirt and other cool swag.
Looking to the Future
Understanding Industry Regulations
Preparing for the Unthinkable
Growing & Scaling Your Firm
Not a SmartVault customer yet? Schedule a 15-minute demo and we’ll send you a $10 Starbucks Card once it’s complete!
Take some time to relax – you deserve it (and it can make you more productive and happy in the long run)! Enter to win 1 of 3 spa gift sets.