How Los Angeles RIAs Save Time During Trading Hours (SlideShare)

How Los Angeles RIAs Save Time During Trading Hours

Courtesy of FPA Technology Services, Inc.http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Every day, Los Angeles RIAs spend their trading hours answering emails, making calls,

meeting with clients, scheduling appointments, and numerous other activities that make up their routine responsibilities

Fortunately, there are time-saving resources that allow RIAs to remain busy without burning out

App Assistance

Every RIA should be using the apps similar to those listed below to enhance productivity:

• Evernote

• Bloomberg Mobile

• Hootsuite

Scheduling Software

Scheduling software such as Appointment-Plus and BookedIN

manage personal and professional responsibilities

and even allow clients to book their appointments subject to the RIA’s availability

The Power of CRMs

Popular CRMs like Salesforce and RedTail can sync to the RIA’s calendar

and feature built-in task lists that can be used to prioritize responsibilities and even rearrange them if necessary

Software such as e-forms provider Laser App, can be integrated with CRMs for filling out forms

Bottom Line

Wealth management can be a hectic profession,

but proper use of tech-based time management resources prevents workload from compromising efficiency

What tech-based tools and resources do the RIAs at your company use to save time during trading hours?

Let us know your thoughts in the Comments box below

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How Los Angeles RIAs Save Time During Trading Hours (SlideShare)

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