Save the date! T3 Technology Conference for Financial Advisors - Feb 10-12, 2016 - Florida

Visit now: www.TechnologyToolsForToday.com

Why Financial Advisors Need Digital Documentation

I've been learning more about mobile dictation - both the benefits and the risks.

This article published November 13, 2013, by Financial-Planning.com "Why Advisors Need Digital Documentation" focuses mostly on the benefits ... but there are also risks.

If you missed the webinar I hosted earlier this week in partnership with Dr. David Lawrence, founder of The Efficient Practice, you might be interested in accessing the following:

Mobile Dictation Risks - Webinar recording
http://tinyurl.com/mobiledictationriskshttp://tinyurl.com/mobiledictationrisks

Mobile Dictation Risks - Slides as PDF
http://www.4shared.com/office/hY4Xyu1i/Mobile_Dictation_Services_Webi.html

Mobile Dictation Risks - Research Paper written by Dr. Lawrence
http://download.copytalk.com/technicalbrief/dl_whitepaper.pdf

Interesting analysis from "the efficiency doctor".

See also these posts with comments from industry thought leaders JoAnn Day of Trumpet, Inc. (a workflow expert) and also Ron Carson of Peak Advisor Alliance (a Barron's top advisor and advisor coach):

Day's comments in Journal of Financial Planning article - Your fairy godmother is here to grand you 3 productivity wishes: http://ow.ly/qT5iC

Read Carson related post: http://ow.ly/qT55q
Listen to audio w/ Ron Carson at live event: http://ow.ly/qT55r

Finally, here's another interesting / related post on the T3 Enterprise Conference blog: http://blog.financelogix.com/conference/?p=62

See you in Denver September 13-15, 2012!

First - Register for the Business & Wealth Management Forum

produced by Bob Veres and T3. Go to www.SignUpForConference.com and 

enter "ImpactVIP" to save $100 off the prevailing rate. 

Then - Sign up for your video time slot below. 
 Space is limited to the first 16 people who sign up. 

You tell me. Which makes the best impression? 

[   ]  Video A? (taken with iPhone, no lights, no microphone) - http://ow.ly/cE6bd 

[   ]  Video B? (shot with high-def camera, with lights, with microphone) - http://ow.ly/cE6Ce

In preparation for your video interview:

1. Consider what to wear. Prepare to look your best.

2. Consider what to say. Marie Swift can work out a few questions with you when you arrive or you can bring them to her (or you can do your own solo speech directly to the camera - Marie will be smiling and nodding silently on the other side of the camera).

Ideas:

- What makes you unique? How is your firm different?

- Why should people work with you?

- What key issues should your prospective clients keep in mind going into the next 1-3 years or x period of time?

- What are the biggest challenges your prospective clients face and how do you help them address those problems?

 - What keeps you up at night?

- Why did you get into the business? What motivates you to get up every morning?

- How did you get started in the business. Tell your story of then and now.

3. Consider who you are "being." Your confidence and composure will reassure the viewer and build rapport. If you are nervous about being on-camera this is a great opportunity for you to get some experience. Marie Swift will provide quick coaching for doing a better job with your stance, delivery, facial expressions, etc.

4. Consider having fun. Be excited! Video is something we all need to master. This is a very affordable way to get a professionally produced video clip that you can actually use in your marketing communications plan.

Click the "play button" below to:

-  Listen to 3 minutes of coaching and advice from Marie Swift.
-  Download a tips sheet: How to be "On" When the Camera is On.

-  Learn about special offers from Impact Communications for BWMF participants.

Download a flyer that contains all the information you need about the Interactive Media Center and the Video Recording opportunities at BWMF 2012:

Click the "Book Now" button to schedule your Video Interview while in Denver for the Business & Wealth Management Forum, September 13-15, 2012.

Financial Planning Industry Influentials Debate Issues of the Day - Playback Available "On Demand"

What Have You Done for Me Lately? 

Redefining Your Value as an Advisor Today

On Thursday, January 20, 2011, Marie Swift held a lively Fireside Chat with industry influentials:

 
Bob Veres
Inside Information


Joel Bruckenstein, CFP®
Technology Tools for Today 

Robert Lindner, CFP®
Lindner Capital Advisors 


Michael Kay, CFP®

Financial Focus, LLC

Skip Schweiss
TD Ameritrade Trust Company


Listen to the audio version of the Fireside Chat:
http://www.audioacrobat.com/sa/WrwV88QL

Access the multi-media version of the Fireside Chat:
http://www.brighttalk.com/community/financial-planning/webcast/24289

Continue the conversation here on this blog! Post your questions, comments and observations here.

T3 Technology Conference to Provide Practical Wisdom, Expert Advice

Session Topics will Address Real-Life Productivity Issues

David Drucker and Joel Bruckenstein, two of the financial planning industry's best known leading lights and producers of the 6th Annual "T3" Technology Tools for Today™ Conference, today announced details of conference breakout sessions to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011.

"We are introducing several new and exciting sessions that reflect changes in the marketplace," said David Drucker. "They will provide participants with guidance and advice for utilizing the latest products and services available. For example, the iPad was an instant hit for entertainment purposes, but it can also be used just as effectively in business. Advisors who are using it productively will share their insights and experiences about how this tool has transformed client meetings and presentations."

"Virtual Work Partners: Outsourcing Done Successfully" will offer practical information about this modern solution for administrative support. Jennifer Goldman with MyVirtualCOO, Stephanie Platt with Financial Services Outsourcing Solutions Inc., and Jessica Riner with Consider it Done! will teach participants about virtual assistants: what they do, best practices for working with them and how they can be used to reduce onsite administrative employee costs.

Oren Chaplin of Norris, McLaughlin & Marcus, P.A. will lead a session on "Practical and Legal Issues Surrounding Technology Service Providers," in which he will discuss some of the legal issues that advisors face when using technology service providers. It will be different from the standard compliance discussion in that he will address real issues that advisors face in their relationships with technology service providers such as ownership of information, protecting against third party claims of infringement and indemnification.

Another session, "Workflow and Process: How to Identify and Incorporate It Into Your CRM," will be a discussion with Ken Golding of Junxure and Deborah Fox of Fox College Funding. "Advisors are hearing more and more that they need to use a robust CRM," Bruckenstein said. "This session will help them assess different ones in the marketplace so that they can choose the right one for them."

In addition to 25 or more breakout sessions, general sessions include presentations by TD AMERITRADE Institutional, Laserfiche and Asset Dedication. For conference registration, sponsorship application and additional details, visit T3's newly revamped website, www.TechnologyToolsForToday.com.

Standard price of $ 375.00 starts on 12/16/2010 and ends on 2/15/2011 at 11:59 p.m. Late/Onsite price of $ 400.00 starts on 2/16/2011 at 12:00 a.m.

Follow the T3 Community at www.Twitter.com/t3fan. Watch a series of short videos from past T3 Conferences and read other important information at www.T3Conference.blogspot.com.

Read full news release: T3 Technology Conference to Provide Practical Wisdom, Expert Advice

Conquer Market Woes with Technology

This year's Technology Tools for Today (“T3”) Conference, put on by Virtual Office News in February, offered advisors guidance on how to use technology to deal with the economic crisis.

Since I attended the conference, I decided to write about it and share the high points. Here's my first article, published by Financial Advisor magazine on March 12, 2009:

http://www.fa-mag.com/online-extras/3952-conquering-your-market-woes-with-technolog.html

You can watch Video Interviews and glean other great information at www.t3Conference.blogspot.com.

David Drucker on Trends in the Financial Services Industry

David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry. He spoke with me recently about important changes in the industry. Our discussion touches on practice management, the role of broker-dealers and the future of RIAs .

If you are interested in learning more about best practices and the use of technology in a financial advisory business, join me at the fourth annual T3 Technology Tools for Today conference in Dallas, Texas Feb. 26-28, 2009. Learn about the conference here: www.VirtualOfficeNews.com.

David Drucker and Marie Swift on Advisor Trends Listen to podcast now.