The Adviser’s Mobile World videocast: Watch the replay now

Technology available today allows you to decide when and where you want to work. Resources such as the cloud, integrated apps, and powerful mobile devices really do allow you to become the mobile adviser.

In this broadcast, I joined advisers Blair duQuesnay and Sunit Bhalla along with moderator Davis Janowski to cover all things mobile for financial advisers.

Just click the play button below to watch the live videocast of The Adviser’s Mobile World, hosted by InvestmentNews.

(click to watch on YouTube)


2 Responses to “The Adviser’s Mobile World videocast: Watch the replay now”

  1. Kenneth July 17, 2013 5:01 pm

    Intrigued by Blair’s use of Zoho. Sounds like it is feature-rich compared to Redtail. Has Bill looked at Zoho as an advisory CRM – pros/cons?

    • Bill Winterberg July 17, 2013 5:02 pm


      I haven’t looked at Zoho in detail yet, but I will add it to my list and get some coverage on it soon!