Technology can be a terrifying thing for any of us. But many devices can help save time and money. These devices, picked by our editors, are the perfect new additions to your practice. The New Year is coming up quickly, which is a great time to discover and implement one of these 10 new technologies.
No one wants to lug around a huge laptop, which is where the Surface Pro comes in. This laptop/tablet is the perfect pair for an advisor who likes to share their screen with clients during meetings.
Advisors can easily take off the keyboard to create a lightweight tablet for sharing. In fact, the tablet can be used all day, as the battery lasts up to nine hours.
Another great tool for the advisor on the go. This projector from Sprint is portable and allows advisors to always be prepared for a presentation no matter where they are. The best part is the battery lasts for 10 hours or more.
Email marketing has never been easier with this communications tool. We all know each of our clients have different needs. Advisor Briefcase allows advisors to tailor certain emails to specific clients, which can make all the difference on whether the client clicks on the article or offer.
Wearables are all the rage right now. But this one has an added bonus for advisors. The Apple Watch sends notification from your phone directly to your wrist. Perfect for the advisor on the go.
The worst thing on a busy day is noticing that your iPhone or iPad is just about to die. But the scare just got a little less scary with Belkin’s Boost up Charger. It charges devices 40 percent faster than regular chargers.
The worst post-meeting feeling is knowing you have to sit down and type up countless notes, which can be time consuming. That’s where Copytalk comes in. Advisors can call the dictation service from any phone or use their app. Once the secure facility is done typing the notes up, a copy is emailed to the advisor or put directly into their CRM.