The Oechsli Institute has worked with thousands of financial professionals over the past 30 years. Some advisors are great with implementing structure and systems within their practice and others ...

In the ten years since Dr. Atul Gawande published The Checklist Manifesto, the use of checklists has proliferated in fields from medicine to investing. Gawande, a surgeon, made a particular focus on ...

Lots of people use checklists, but some use them ineffectively or insufficiently. The article's author, Chris Brogan, maintains there are three types of checklists: personal and repeatable, repeatable ...

There are plenty of productivity apps that you can self-host, but I often find these apps a bit overwhelming. It's challenging to strike a balance between functionality and usability, particularly ...