On this week's broadcast, get the rundown of all the announcements from Apple this week, the trend of quick financial planning expands to a new software provider, and how you can impress clients with a survey. Yes, I said survey!
From iPad Air to Mac Pro: everything you need to know about Apple's fall event from TheVerge.com. After a year in which Apple's product announcements have largely leaked out ahead of time, today the company delivered something of a surprise: a redesigned tablet, the iPad Air, that is the lightest full-size iPad to date at just 1 pound.
SunGard Launches a Financial Planning Solution that Helps Advisors Quickly Create Holistic, Client-Friendly Plans from Sungard. SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively.
Use Surveys to Impress Clients. Yes, Surveys! from Morningstar Advisor. The last thing you want is a client to see your survey request and think, “Hooray–another boring survey from my financial advisor.”
Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.