Eight iPad Uses For Financial Advisors

Technology helps financial advisors and other financial professionals grow their businesses and provide better client service by working more efficiently and effectively.  The iPad(TM) from Apple helps advisors easily achieve these objectives. The iPad is portable but large enough to read easily (unlike many PDA’s.) Once again Apple hit the bulls-eye in creating a tool that is easy to use and functional. Let’s take a look at eight ways this technology helps professional service providers.

1. Contacts: Having all of your clients and personal contacts available in one place provides you with personal and professional information at the touch of a finger.
2. Email: Receiving, composing, and sending email can be cumbersome on a PDA as well. Having access to electronic correspondence is critical in today’s business environment.
3. Calendar: Access to appointments is critical and with the ability to sync contacts, email, and calendar items you and  your office stay up-to-date.
4. Point-Of-Sale Presentations: With almost all sales literature available as PDF’s you can load presentations, sales materials, PowerPoint(TM) or Keynote(TM) presentations, and spreadsheets on your iPad and make it easy for you and your client.
5. Client Reviews: Likewise, loading statements and other review materials on an iPad allow for the easy review of client positions, products, and services. With wi-fi capability, you enjoy the luxury of being able to log on to company websites for additional information.
6. News: Free “Apps” (short for “application program”, as opposed to a systems program, which connect you to a program or server) as well as paid or subscription apps allow you to read and review a vast amount of current and historical information. Associated Press, The Wall Street Journal, Bloomberg, Fox Business, and USAToday are but some of the sources available. In a matter of minutes, readers get an overview of the news from multiple sources.
7. Research: Endless research tools are available, providing unlimited access to information without carrying a laptop or having to go to a library!
8. Sketching: Apps like “Penultimate,” “PhatPad”, and “Whiteboard” provide a portable flip-chart. Several apps even convert handwriting from the iPad to text!

The iPad offers limitless possibilities to advisors as they seek to grow sales, enhance service, and work smarter.

Good selling!