Essential Apps Every Financial Advisor Needs In 2016

3. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

4. This may seem like a challenge to some but fortunately there are a huge variety of apps that you can use to make your responsibilities as a financial advisor easier to handle.

5. These tools cover a large range of functions and are essential to anyone who wants to be successful in this field.

6. EVERNOTE

7. Evernote is a very helpful one-stop shop for keeping track of notes, webpages, legal documents, articles and other various files and storing them all in one easily accessible place.

8. Not only will Evernote keep these texts and documents safely stored, but it also can be synced across all devices to be accessed at the office, at home, or on the road.

9. This enables you to pull up and view any necessary documents or webpages quickly, and helps you to stay organized and efficient so that you can focus on maximizing your client’s profits.

10. SKYPE

11. Skype is another extremely important app for every financial advisor to have as it allows you to meet virtually with clients, coworkers, and business contacts at any hour of the day.

12. With Skype, you no longer have to travel across town or even across the country to discuss financial plans and updates with your clients.

13. By video calling with clients rather than voice calling or meeting in person, you save time and money while still maintaining the face-to-face interactions that build trust with your clients and employers.

14. BLOOMBERG MOBILE

15. Keeping track of all of the financial market information available online is a monumental task to accomplish, but one that is necessary for providing guidance as a financial advisor. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

16. By using Bloomberg Mobile, you will have all of the stock prices, market news, company reports, and financial charts you need right at your fingertips. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

17. In addition to this helpful information, Bloomberg Mobile also offers up the ability to create your own custom portfolios to monitor the status of each of your individual client’s assets. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

18. By using this feature you will be capable of providing constant down-to-the-minute advice on what your clients should do with their money. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

19. ALTERNION

20. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media.

21. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media. Though this may seem simple enough, monitoring the feeds of your Facebook and Twitter while also trying to stay on top of your email is almost impossible to do while you’re trying to work.

22. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media. Enter Alternion, a platform that combines your feeds for over 220 social media sites into one while also lending support for email updates.

23. One of the most important ways that you can monitor market conditions and client and business contact activity is through social media. By using Alternion to stay on top of social media posts, you can be sure that you will never miss an important update that may financially affect your clients or even you yourself.

24. Apps such as those listed above can be some of the most powerful tools you can have when giving financial advice to others.

25. They allow you to make yourself more organized, efficient, and accessible, and by doing so your clients are guaranteed to appreciate the work you do and keep coming back.

26. Seeking a new financial advisor position? Speak with the experienced financial advisor recruiters of Willis Consulting Inc.

27. They can many top industry contacts and can help you land the position you want. See open positions at http://www.willis-consulting.com/financial-advisor-jobs/

28. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST

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