A Real Life Example of Productivity Tips in Action

I just returned from presenting at the SRI in the Rockies 2009 pre-conference event hosted for members of the First Affirmative Financial Network. I presented two breakout sessions for the group, one on using CRM systems to enhance relationship continuity with clients and one on increasing adviser productivity.

One of the tools I recommend in my productivity presentation is a service from Dropbox. Dropbox is a utility that synchronizes all files stored in the Dropbox folder on a computer with any of your other computers where the software is installed. It also has a web interface to browse, view, and download the files stored in the folder. The first 2GB of data stored on Dropbox is free; additional storage is available for a nominal fee.

When I checked in a few minutes before presenting my productivity session, I had a problem. The staff couldn’t find my slide materials on the presentation laptop. I did bring my laptop to the event, but it was in my hotel room at the opposite end of the facility, requiring a round-trip of at least 10 minutes.*

Instead, I pointed the laptop’s browser to the Dropbox website and logged in to my account. I selected my presentations folder and downloaded the latest version of my presentation, as Dropbox is always keeping my files synchronized across my computers.

In less than a minute, I went from crisis mode to crisis averted, and started the presentation right on time. It’s one thing to say how useful Dropbox can be to advisers, but providing real-world examples really drives the concept home.

*Yes, I could have carried a USB thumb drive with my slides, but thumb drives get lost and it takes extra time to make sure files on the drive are up to date.


No Responses to “A Real Life Example of Productivity Tips in Action”

  1. Susan Weiner October 26, 2009 6:32 am

    Your example sure makes its point! I’ll have to remember my off-site back-up as another line of defense the next time I make a presentation. I tend to lug my laptop with me.

  2. Joe October 29, 2009 1:20 pm

    DropBox is fantastic, but I would never use it for private or client info as I am uncertain that it would be safe. Did they discuss the safety of data at all?


  3. Bill Winterberg October 30, 2009 2:45 pm

    @Joe: Good question and a valid concern. So how safe is Dropbox?

    Click how secure is Dropbox?



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