6 Practical, Effective Ways For Advisors To Leverage Their iPads
An iPad improves your position as an advisor because it helps you engage with clients and serves as a "hook" to draw clients in and secure them as investors. There are some very creative ways that you can use an iPad to boost your business. Here are six examples:
Source: Craig Faulkner is CEO of FMGSuite, a company dedicated to creating digital marketing tools for today's financial professional. You can also follow him @fmgsuite on Twitter.
1. Potential Speaking Opportunities<br><br>
Let's say you are at a Rotary Club or a PTA meeting. Bring your iPad with you, and after the meeting to introduce yourself and discuss potential speaking opportunities. Flip through a few images from your presentation to give the leader a taste of what you will be sharing with a large group. There is no better way to impress a decision maker and secure speaking opportunities.
2. Group Client Settings<br><br>
3. One-On-One Client Time<br><br>
Comfortably and regularly using an iPad in your meetings will engage your clients, and make your presentation more fun and interesting. The hook here strengthens your relationship, enhances credibility, and demonstrates technical expertise in your investment field.
Your clients and prospects want to see that you are up-to-date and on top of trends, and using an iPad to map out their financial success is a great way to demonstrate that.
4. Increase Your Personal Productivity<br><br>
5. Curate Your Content<br><br>
6. Give Seamless Presentations<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
10 Online Tools Advisors Can?t Live Without