Hardware
Should You Use A Livescribe “Smartpen” At Client Meetings?
Financial advisor Karl Hicks is using a Livescribe “smartpen” to take notes at his client meetings. Livescribe records your conversations and digitizes your handwritten notes, automatically synching your notes with the audio. Does it really work?
Why Your Advisory Firm Should Switch To A VOIP Phone System
It’s been 18 months since my company switched over to a Voice Over Internet Protocol (VOIP) phone system, and I’m really glad we did. This post tells you how your advisory firm can benefit from a VOIP system. I’m not going to pretend to have all the answers and your feedback about key issues can help the Advisors4Advisors community with VOIP decisions.
Want To Boost Productivity? Try This $9 Fix
Interruptions force you to reboot your thought process. This one simple solution can help you maintain your focus throughout your workday.
The iPad for Financial Advisors and Wealth Managers
I’ve had my Apple iPad for about 72 hours and am ready to post my overall reaction to the product and specifically address how I believe financial advisers and wealth managers can use the device in their practice.
Build Your Own Storage Cloud
In 2010, buzz around financial advisor conferences seems to always include the topic of cloud computing. Advisors stand to save considerable money and time by offloading the management of programs historically installed on local computers and servers. But one concern always pops up during cloud discussions, and that's the concern of data security.
Advisors are justifiably concerned about data security when coupled with cloud services. Client data is sensitive, private, and confidential, and advisors are under legal obligations to keep the data safe in all circumstances. So when considering
