See where tech­nol­ogy and pro­duc­tiv­ity meet – at your fin­ger­tips.

Financial Planning - - FRONT PAGE - RAY­MOND JAMES

To keep all the mov­ing pieces of your day-to-day needs seam­lessly con­nected, ad­vi­sors like you de­serve ac­cess to in­te­grated, ef­fi­cient tech­nol­ogy. And that’s pre­cisely what we give you: tech­nol­ogy that helps you man­age your busi­ness and col­lab­o­rate with your clients any­where, any time. Visit ad­vi­sor­

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.


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