About two years ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors.
This post has proven to be one of our more popular entries, which is no surprise given that much of our audience are high-performing financial advisors who are continually looking to improve themselves.
Since then, many of you have shared some of your own favorites with us. We have added them to the roster, and wanted to share them with all of you. Here is our revised version of the list. (Please keep your ideas coming!)
(Check out Building the Billion Dollar Business on ClientWise.)
- LinkedIn: Manage professional relationships on the go. Connect with people you meet instantaneously. Great for relationship building and networking.
- Skype: Manage client relationships face to face with video calling from Skype.
- Flipboard: Your personal magazine. It combines all the things you love in one place.
- Beesy: Take notes; create to-do lists and track tasks and projects with this paid app.
- Goodreader: Read and annotate PDF’s with this highly rated PDF reader.
- Instapaper: Long articles? No problem. Instapaper allows you to bookmark long publications and turn them into easy-to-read formats that allow you to access them through various devices.
- Chrome: Surf the web like a pro. Sync your bookmarks, browsing history and passwords across multiple devices and platforms.
- Reeder: A simple way to keep track of all your RSS (Real Simple Syndication) feeds.
- DropBox: Who could live without a hardrive in the sky?
- PaperPort Notes: The single best note-taking tool we’ve encountered.
- Evernote: Terrific way to keep track of web clippings and notes that you may want to reference later.
- Splashtop Remote and Wyse PocketCloud Pro: Whether your desktop is in another room, across town or across the country, you can access it remotely 24/7 with either of these remote desktop apps, which cost $9.99 and $14.99 respectively.
- Paper – Capture your ideas as sketches and save them for later. Write down notes or draw our ideas that spring to mind.
- 1Password: Helps keep track of all those passwords and consolidates into one.