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Best Practices

In-Person Training Vs Self-Paced Learning: What’s the Best Way to Train Your Client Team?

What’s better for training your client team: in-person training or self-paced learning? Let’s explore the pros and cons of each method.

Best Practices

How we onboard our team at Pixie

Your team members are the foundation of your firm’s success, so it pays to have an amazing onboarding process. Take a peek inside Pixie’s own...

Best Practices

Should You Automate Client Communication?

Automating communication supports efficiency and consistency, but can it feel cold? We debate the case for and against automating client...

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