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

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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