New tool simplifies helping clients prioritize their financial goals
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
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.
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