10 Ways Mobile Technology Revolutionized Wealth Management<br><br>
Here are 10 ways mobile technology has transformed the wealth management industry.
Source: Doreen Griffith, EVP, CIO, Securities America
1. Cloud Storage<br><br>
2. Make Adjustments on the Fly<br><br>
3. Review Literature and Plans Together<br><br>
4. Note Taking<br><br>
5. Taking Pictures<br><br>
6. Conduct Business<br><br>
7. ?Face-to-Face? Interaction<br><br>
8. Be Prepared for ?Small Talk?<br><br>
9. Enhance Your Image<br><br>
10. Retain Clients<br><br>
Also see:
16 Ways Advisors Are Using iPads to Improve Their Business
11 Essential Tech Tools for Advisors
10 Must-Have Mobile Apps for Financial Advisors
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