The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits

CHAPTER 5

Other Software Issues

People are often fond of gadgets. Gadgets can make life easier and more fun. The popularity of the iPhone, for instance, is proof of how a cleverly marketed gadget can capture the imagination of the consumer. In the financial services world, there are numerous gadgets that may be used by financial advisors. From desktop tools to software to peripheral equipment, there is a variety of such items from which advisors can choose. The challenge is finding those tools that can actually improve the efficiency of the financial advisor instead of creating an unnecessary distraction.

EVERNOTE

One tool that could be an inexpensive way to boost collaboration among staff in an office is Evernote (www.evernote.com). Evernote is a great note-taking tool that is free, unless you upgrade to the Premium edition. You're always moving; your notes should be, too. With Evernote, your memories are on every computer, phone, and device you use. Save entire webpages to your Evernote account with their nifty browser extensions. You get the whole page: text, images, and links. Share your notes and collaborate on projects with colleagues and others on a permissioned basis.

With Evernote, all of your notes, web clips, files, and images are made available on every device and computer you use. Additionally, Evernote integrates with Microsoft Outlook and permits you to capture all or just part of an e-mail with the click of a button for saving and sharing. Also, Evernote can capture ...