Are you a gadget junkie?

Are you a gadget junkie?
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
JAN 25, 2015
I admit it: I'm a gadget junkie. I really like new, fun technology and if I can write it off, er, I mean, use it for business, that's a bonus. We all use gadgets such as laptops, smart phones, wireless headsets and Bluetooth. I've added other “toys” in my office, including a giant, flat-screen smart TV in the conference room, intra-office messaging, a portable mini-projector, VoIP phones, and dual monitors and scanners at every desk. Lately, I've been thinking about going further with technology. I'm pretty sure I'll follow through with my first two initiatives. I will need to do more research on the latter two. Here they are: 1. Tablets for each employee: I have a goal of totally eliminating paper at work. At this point, we use paper primarily for note-taking. Having tablets with a wireless connection to our computers would allow for electronic note-taking and easy, one-step file saving. The tablets could also be used for presentations as an alternative to printing documents. (Client copies can be emailed.) 2. Cameras and microphones on each computer: To encourage video meetings, this is a must! 3. Electronic whiteboard: These are cool. When speaking to a group, a presenter can illustrate points on the whiteboard, which will capture images electronically. The benefits? Easy file saving and sharing. And … it impresses the audience! 4. Large touch-screen “all-in-one” computer: This is way cool, reminding me of sci-fi movies! The huge screen can even be a table top, allowing for interactive presentations to clients. Imagine the fun of playing with live “what if” financial planning scenarios with clients! Should I take the leap? All of them? Maybe I should consider other gadgets as well... Sheryl Rowling is chief executive of Total Rebalance Expert and principal at Rowling & Associates. She considers herself a nontechie user of technology.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound