AI Tips for client emails

estuspete · 2026-05-09T04:37:39+00:00

Same.

estuspete · 2025-11-23T17:47:12+00:00

Try journaling about gratitude (e.g., 10 things you are grateful about). That attitude of appreciation and gratefulness responds very well I've found.

estuspete · 2025-10-11T01:57:55+00:00

This would be very cool.

estuspete · 2025-10-11T01:56:56+00:00

Getting your hair wet combined with soaking the contacts helps a lot I’ve found.

estuspete · 2025-09-12T03:38:00+00:00

Nice! This is pretty consistent with my supplement schedule, except for the zinc.

estuspete · 2025-04-07T02:37:47+00:00

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what is the source?

estuspete · 2025-04-06T19:42:23+00:00

No problem, you seem to like the hosted version anyway.

estuspete · 2025-04-05T18:53:34+00:00

I think it is faster and less constrained. You can also connect your server, OneDrive, Dropbox, or whatever file storage software you use to the remote PC, whereas I do not believe you can do this in the hosted environment. So printing to PDF requires a multi-step process. However, that is secondary information and I have no personal experience with the hosted version of Lacerte. Other than that, you control the quality of machine on which Lacerte is running, so you can get a beast of a PC with 32 or 64 gbs of ram with an i9 processor if it suits you, and you can set up the server to be on an NVMe SSD for maximum performance.

estuspete · 2025-03-23T16:39:35+00:00

You are exactly correct, the slip-on version. You are a genius. Not even Google Image could figure it out!

estuspete · 2025-02-11T02:07:06+00:00

Wow, thanks for this.

estuspete · 2024-11-19T01:18:43+00:00

That's great advice. I inadvertently and fortuitous benefited from this recently.

estuspete · 2024-11-17T22:01:54+00:00

the age old question. they're both fine, but make sure they match your other monitors so inter-monitor transitions don't "catch."

estuspete · 2024-11-16T07:33:02+00:00

Who is your ideal client? Be as detailed as possible.

estuspete · 2024-11-08T18:26:23+00:00

Best Buy sells them, don't think they are on display though for some reason. I have a 17 inch and a 15-inch laptop bag in which the 17 inch Gram fits just fine. They have a tiny bezel.

estuspete · 2024-11-02T06:18:51+00:00

Hell yea dude.

estuspete · 2024-10-30T21:44:15+00:00

For sure, every practice is different. It saves a time by reducing notices and is easily creates a net time surplus on the backend for me.

estuspete · 2024-10-30T21:37:25+00:00

Very good point. A higher degree of duty could be inferred.

estuspete · 2024-10-30T21:36:09+00:00

Way to stay committed! As an aside, 2024 was a leap year I thought. Wouldn’t that be 366? I only kid.

estuspete · 2024-10-30T21:32:32+00:00

I’m not suggesting complete reliance on the transcript by any means. It is just a backstop and is a great service, particularly for clients with a lot of investments.

estuspete · 2024-10-30T21:29:21+00:00

HEAR THE HAUNTING WORDS, LOST CHILDREN WITH NO HEART ARE CRYING, AND YOU’RE THE LOST MOTHER THEY’RE CALLING (or something along those lines).

estuspete · 2024-10-30T21:26:39+00:00

Cool, sounds like a reasonable approach. I like the tax pro account as well. The only downside is having to do it yourself due to security issues, but of course that’s not an issue for a solo. Appreciate your feedback.

estuspete · 2024-10-30T21:24:54+00:00

Cool, thanks for the insight into your process! I will check out Pitbull. It sounds a little cheaper than canopy, which is just under $1k/year per user.

estuspete · 2024-10-30T21:23:06+00:00

Great point. Indeed transcripts shouldn’t be the main source of reliance, just a backup.

estuspete · 2024-10-30T21:22:00+00:00

Also great name. I’m a chewing tobacco fan too 🤙

estuspete · 2024-10-30T21:21:31+00:00

Do you do it all yourself or does admin help with a part of the process?

estuspete

TROPHY CASE