Happy May, everyone!

I hope you are enjoying the many sights and sounds of springtime. May is a busy month for many of us as we anticipate graduations, vacations, weddings, Mother's Day and a full complement of outdoor activities.

This time of year is also often associated with refreshing, renewing, and recharging, be it in our personal or professional lives.

In April's ITL, I shared some of my favorite tips and tricks for saving time and improving organization - and asked for yours. Here are two responses we received:

"At one of the conferences a while ago the presenter mentioned optoutprescreen.com and I think it’s awesome. You should consider adding it to your bag of tricks!"

From: Marc Servodio, CFP® AIF®

Founder and Financial Advisor

Vita Advisors

"One thing I learned very recently is that one’s cell phone number is not automatically secured. You have to go to the carrier to request a lock. Otherwise it can be ported away from you in a form of identity theft. I had this happen to a client recently. I went to my Verizon app, under privacy and security, and clicked the button to lock the number down."

From: Curt Coulombe, CFP® CLU® ChFC®

Managing Director and Financial Advisor

Flint River Financial Advisors

Thank you, Marc and Curt, for your responses!

Let's keep things going this month. Please share how you refresh, renew, and recharge. We'll include your feedback in June's ITL.

And if you still have a time-saving, organization, or "did you know?" tip you'd like to offer, send that to us as well! We look forward to hearing from you!

Jump AI - Compliance Reminders

So many of you have adopted the Jump AI Notetaking tool.

We wanted to remind you of some key requirements. Click the photo below for more information.

LinkedIn Posting Reminders

Do you have an “interactive” LinkedIn profile you use to post content, comment on other user’s posts, or “like” other user’s content? Please ensure you understand Cetera’s requirements regarding active social media profiles. Click the photo below for more information.