If You Text With An Android Smartphone All Day, Here's A Productivity Tip Hot

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Instead of texting from my Samsung Galaxy S5 smartphone, I’ve been using MightyText. I highly recommend MightyText.
 
 
I use MightyText as a web app in Internet Explorer. When a text is sent to me, my phone chimes, alerting me to look at MightyText on my PC. Names of those I’ve conversed with are displayed chronologically, as is shown in the screen shot above.
 
You can run MightyText as a FireFox add-on on PC or Apple. An extension for Google’s Chrome browser is also available, as are integrations for Safari and Opera browsers. I use MightyText in Internet Explorer because IE does need an add-on or extension. IE runs the MightyText Web app, which is easy and fun. FireFox is my main browser for navigating the Web, and I use IE primarily only for Mighty-text. Point is, it works well no matter what browser you use for the Web. .

Text Archiving For RIAs
After using Might Text for six months, I broke down and bought the premium version for $40 a year. This version gives you the option to store texts forever. That's big. For an RIA, that's really good. Email and text archives must be easily accessible, in case of a regulatory inspection. MightyText, I believe, would allow an RIA to comply with SEC rules on retention of client communication. I'll be interested in hearing what compliance consultants (and the SEC) say about using a simple app like MightyText to archive your texts. While the SEC books and records rules require RIAs to have a copy of texts locally, the rules do not say whether you can archive them once a quarter to meet the requirement. However, common sense tells me that this would be fine with an inspector, as long as everything else in your firm is buttoned up and kosher. In other words, my guess is that RIAs can comply with books and records rules using MightyText to retain texts with clients, as long as you have a policy to download your MightyText archive locally once a month or once a quarter. (And you're only paying me $60 a year!)
 

Even before seeing MightyTexts's archiving feature, I knew MightyText was cool. A few months ago, in MightyText, an animated GIF popped up in the lower right corner of MightyText, a guy in a red-suit dancing the Twist. When I clicked on that, it took me to a library of animated GIFs I could attach to a text. Funny dogs, men walking a flag pole and other funny pics. The free version gives you a small selection of animated GIFs and the paid version gives you more. This is not why you buy MightyText but I use it once every couple of weeks.

 

Mighty Text is adding practical features. You can text directly from Gmail now. Plus, MightyText automatically stores in its cloud a copy of all pictures and videos you shoot from your smartphone.     
 
Try the free version and let me know what you think.

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

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Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific