Scientifically Speaking facilitates technology training programs for financial professionals across the country. Everyone (99% of advisors) has an iPhone, iPad or Android phone (sorry Windows). Therefore, wholesalers, Advisors and Relationship Managers want to know what apps are going to make them more productive. Financial advisor technology is very mainstream.

There are more than one million apps in the Apple App Store and Google Play Store. Financial professional face the same problems as everyone else:

• What are the best apps?
• Should they pay or use the free version?
• How do you use it?

We developed a series of YouTube videos (Two Minutes of Tech) to help our clients, but professionals want more. This resource lists the best apps for financial professional to communicate, protect their data and standout as a resource to their clients.

Felt – Send physical cards to clients and celebrate birthdays, anniversaries and holidays. This app is a great way to stand out with your own handwriting. Use your iPhone or iPad to easily send cards to clients and coworkers. Card cost ($3) is lowered with a subscription ($5/month for 3 cards). Financial advisor technology is becoming easier! Disclaimer: check with your compliance department before including flowers, photos or gift cards.

Keeper – Everyone wants to protect their data and information. Password managers are one of the best ways to do it. Use this app to store thousands of passwords in one location. Share passwords with  your team (or family). Don’t use simple, easy to guess passwords! Use the password generation tool to create 50 character passwords. It even stores it in the cloud with 256-bit encryption.

5 Best Password Managers

Evernote – Store everything in place and get access to information from desktop computers or mobile devices. Professionals can take pictures of business cards and store the picture, notes and LinkedIn URL in their Evernote account. Websites, meeting notes (typed or handwritten) and voice recordings are organized in notebooks and secured in the account. SUGGESTION: Pay $69.99 for the Premium Account

MileIQ – The best way to track your mileage, and your accountant will love you! Simply keep your phone with you, this app tells you exactly where you went. Using IRS calculations, it tells you how much each drive is worth. Use the report feature to print or email weekly, quarterly or annual lists of drives. Users can include notes to describe meetings, parking costs and tolls.

Using Airbnb to Lower Travel Costs

Flipboard – This is one of the best news aggregators on the market. Select sports, business, science or political news, and save them in your account. Users can “flip” through pages as if it were a regular magazine. Articles can also be shared on social media accounts.

Financial advisor technology is changing to improve efficiency and relationships with clients, and firms are spending more on training. Cloud computing, videoconferencing and mobile technology have created a virtual office that is lowering costs. Successful firms have developed a strategy, and they are executing it for the benefit of their clients.

Looking for engaging, educational and entertaining events for your TOP CLIENTS? Contact us for a complimentary consultation!

Scientifically Speaking, of course…