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If You Want Something Done, Ask a Busy Person
Written by Angie Herbers, Investment Advisor Monday, 03 January 2011
What we’re talking about here is becoming more efficient by allowing yourself less time. In the past three months, I have done some of the greatest work I have ever done, and done it with less time. It works just as well with my advisor clients. For instance, one of my clients was always complaining about how much time he spent at the office and how little time he got to spend at home with his wife and kids. He’d become an independent advisor to have a better lifestyle than his former corporate job, but he didn’t feel it was working out that way. Read More..AdvisorVault Desktop Connector Simplifies Secure Document Sharing For Financial Advisors
Written by Andy Gluck, Advisor Products Inc. Monday, 03 January 2011
AdvisorVault Desktop Connector, which enables financial advisors to drag and drop any file on their desktop to a client’s vault, is headed for testing shortly and we are seeking beta users. Read More..Orion Launches Mobile App for Droid and Apple
Written by Orion Advisor Services, LLC Monday, 03 January 2011
Orion Advisor Services, LLC, a premier portfolio accounting service provider founded by and for Registered Investment Advisors (RIAs), is pleased to announce the launch of the Orion Mobile App at Droid and Apple stores. The App reflects Orion's mission to provide advisors with the most comprehensive back office solutions available. Read More..Six Financial Advisor Tech Trends That Will Reshape the Financial Advice Business in 2011
Written by Andy Gluck, Advisors4Advisors Monday, 03 January 2011
Be prepared for these six trends—which are already under way— to be influential in reshaping the financial advisory business in 2011. Read More..Is Your Technology Plan Ready For 2011?
Written by Dan Skiles, Investment Advisor Sunday, 02 January 2011
Happy New Year! The start of a new year usually brings a new set of plans, ideas, goals and objectives to achieve in both your business and personal life. For advisors, it is important that your overall 2011 business planning also includes how you use technology at your firm. Perhaps you are currently very happy with your technology. Or maybe 2011 is a year when you plan to make big technology changes. Or perhaps you are somewhere in the middle. In any of these cases, do your firm a big favor and map out your technology strategy for the upcoming year. This month’s column will help give you some ideas of how to approach this task and start the year off well. Read More..More...
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