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Turn over for tips on using technology to manage your business remotely.
As a financial advisor, you’re often on the go, but business doesn’t stop when you’re away from the office. Embracing mobile technology and implementing these best practices can help you gain efficiencies and focus your attention on what matters most – building relationships and spending time with your clients.
1 Document storage
Surely it’s happened before. A timely matter arises when you and your client are miles apart. That’s when you realize the importance of easy, remote access to important documents, and the opportunity to securely collaborate and discuss them no matter where in the world you may be. At Raymond James, clients and advisors build stronger relationships by securely sharing files and initiating conversations through Vault, an online platform that can be accessed from any internet-connected computer or mobile device.
2 Password management
Passwords can change on a regular basis, and remembering whether to use a question mark or exclamation point can be a bother, to say the least. Having a safe place to store your passwords and easily access your various accounts is crucial. Check out these tried-and-true service providers: Dashlane: A password management application and secure digital wallet, this app is available on Mac, PC, IOS and Android. Dashlane’s premium feature enables users to securely sync their data among an unlimited number of devices on all platforms. Lastpass: A free password management service that stores encrypted passwords in private accounts, Lastpass includes plugins for many browsers and apps for a variety of smartphones.
3 Document signing
Spare yourself and your clients the unnecessary meetings when all you need is a quick John Hancock. Utilizing a secure service, such as e signature at Raymond James, you can capture client signatures paper-free and remotely.
4 Scheduling tools
While some prefer the old pen-to-paper method, using an online calendar that you can access from any computer or mobile device can streamline your planning and ensure your calendar is up to date and even sharable, making it easier for others to see when you’re busy or free and to plan meetings and events without the back-and-forth logistics. All-in-one: Simply let Calendly know your availability preferences, share your Calendly link via email or embed it on your website, allow collaborators to choose a time, and the event will be added to your calendar. Calendly coordinates with Google, Outlook, Office 365 and icloud calendars so you’ll never be double-booked.
5 Central location
You need one place to manage it all, and you can do just that by taking advantage of your firm’s mobile app. At Raymond James, our Advisor Mobile app includes the need-to-know information – account balances, holdings, recent trades, reports and more – that will enable you to respond to client questions in a timely manner, no matter your location.
LEARN MORE ABOUT HOW RAYMOND JAMES INVESTS IN ADVISOR-CENTRIC TECHNOLOGY AT ADVISORCHOICETECH.COM.