ScanSnap Manager V7 makes older ScanSnap hardware like my S1500 compatible with 64-bit Mac OS operating systems
Back in 2016, I updated one of my posts about the Fujitsu ScanSnap S1500 compatibility with Mac OS X Mavericks so that my workhorse of a scanner can still be used with modern software without having to decommission the scanner and purchase a new one.
My Fujitsu ScanSnap S1500 can run on Mac OS X Sierra, Catalina, and Monterey with the new ScanSnapManager V7
I hesitated updating Mac OS X beyond High Sierra on my desktop machine strictly to maintain functionality of my ScanSnap S1500.
ScanSnap Manager V7
With the recent release of ScanSnap Manager V7, Fujitsu now offers 64-bit software compatible with the latest versions of Mac OS X, including Sierra, Catalina, and Monterey.
Follow the link below to Fujitsu’s ScanSnap Manager V7 Download page and select the links for the model of your scanner:
I started a FPPad as a virtual consulting business full-time in 2009, so I’ve been leveraging remote meetings and video conferences for over a decade.
Given the sudden increase in work-from-home flexibility, I’m publishing a quick list of my top suggestions to improve virtual meetings and live stream video broadcasts.
Have any suggestions or questions? The best place is to ask me on Twitter, I’m @BillWinterberg.
Bill Winterberg’s Remote Video Tips
A good background, mainly clean of clutter, matters and minimizes viewer distractions
Know how to lock your camera’s focus and exposure settings (which also minimizes distractions)
One decent light shining on your face, or sitting in front of a window for natural light, makes a huge difference
Stand up whenever possible; it increases your energy and your lung capacity when speaking
Avoid using your laptop’s webcam when working on a desk, as it generally points up into your nose. Raise the laptop to eye level whenever possible
Know how to share slides, your desktop, or other visual aids to break up the visual monotony. When sharing your desktop, know how to disable or hide your desktop-based popup notifications
Look at your camera, not your screen, when talking as it better engages your viewer with “eye contact.” If you need it, place a Post It note next to your camera that has a big arrow pointing at the camera and says “LOOK HERE (and 😃)”
If you wear a headset or headphones, run the cord BEHIND your head and back instead of dangling in front of your shoulders (again, another distraction to avoid)
From Schwab IMPACT® 2019, I connected with Envestnet | Tamarac SVP Julie Williams to learn about ways financial advisers are leveraging the company’s technology platform to grow and scale their business.
Also, be sure to save the date for the 2020 Envestnet Advisor Summit, coming April 29 and 30 in Austin, TX.
In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange.
Join us as we engage six advisor technology vendors during our tour to learn how each of them helps advisors be more efficient when offering services to clients. Tour stops include:
From Schwab IMPACT® 2019, I connected with Kartik Srinivasan, Managing Director – Digital Advisor Solutions at Charles Schwab to get updated on the progress Schwab Advisor Services has made with fintech integrations.
We cover one of the multiple opportunities attendees of Schwab IMPACT® 2019 have to view the latest integrations available as well as hear from vendors and advisors address the ways they are leveraging integrations in their business.
From Schwab IMPACT® 2019, I met with Andrew Salesky, Sr. Vice President of Digital Advisor Solutions at Charles Schwab to discuss the company’s technology announcements over the past year, and update financial advisers on the Schwab Advisor Services roadmap for the near future.
We cover the latest in the Digital Account Open functionality, the addition of status transparency between financial advisers and the Schwab back office, updates to Portfolio Connect, and more.
In our day two coverage of the 2019 Envestnet Advisor Summit, we learn what’s new in the Envestnet product roadmap, hear what financial advisers want from their technology provider, learn about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.
In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day two above, I learned what’s new in the Envestnet product roadmap, heard what financial advisers want from their technology provider, learned about the new acquisition of MoneyGuide, and how Bill Crager feels the company is positioned to deliver Financial Wellness to millions of households in America.
So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?
Join us as we give you an update on many changes from the last 12 months at Envestnet, including new leadership, new acquisitions, new products, and new features. Filmed in Austin, TX during the 2019 Envestnet Advisor Summit.
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. The company’s open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives financial professionals the tools to conquer complexity and drive success.
In May 2019, I attended the 2019 Envestnet Advisor Summit in Austin, Texas to highlight many of the changes and announcements made over the prior 12 months. In the promotional video of day one above, I spoke with CEO Jud Bergman about ways the company is empowering financial professionals to be transformative leaders for their clients, summarized the latest enhancements to the Envestnet | Tamarac software platform for advisers, introduced new leadership roles within the company, and more.
So how do you feel Envestnet is positioned in the financial services industry to help financial professionals meet client needs? Have their recent acquisitions made you feel more optimistic about the role of technology in wealth management?
I first met Sarah Stanley Fallaw, Ph.D., founder and president of DataPoints®, in 2016 as the company is based in Atlanta, making it super convenient to connect. As I learned about the financial technology startup’s value proposition of introducing behavioral science tools into the business of financial planners and coaches, I encouraged them to apply to the XY Planning Network’s first fintech competition. While they didn’t win that year’s competition, DataPoints® presented along with five other finalists to XY Planning Network attendees and received immediate feedback from those interested in adopting behavioral science tools.
Behavioral Science Tools
Fast forward to today, as DataPoints® is now in production as software solution designed to help financial planners and coaches add behavioral science to the services they offer to clients. I met with Sarah Fallaw, Ph.D., founder and president of DataPoints®, to learn about her background and how she’s bringing decades of research and industrial psychology principles to the domain of financial services to improve the outcomes of clients and investors.
Watch the demo video embedded above to learn how adopting the DataPoints® tools can facilitate conversations and planning strategies that can help your clients meet their goals.
Win a Copy of The Next Millionaire Next Door
In addition, Sarah and I arranged a giveaway of five copies of the new The Next Millionaire Next Door (<-Amazon affiliate link!) book, co authored by Sarah Stanley Fallaw Ph.D. and her late father Thomas J. Stanley Ph.D. Just hit the like icon and leave a comment below the video on YouTube before March 31, 2019, and I will select five random commenters to receive a free copy of the book. Good luck, and thanks for watching!
0:14 Introduction and Sarah Fallaw’s background 1:50 How Industrial Psychology can be applied to personal finance 4:53 The mission of DataPoints® 7:25 Who DataPoints® works with 9:13 Ways DataPoints® is used by financial coaches and planners 11:52 The Behavioral Science Toolkit 12:22 The DataPoints® software demo 15:07 The DataPoints® dashboard 17:02 DataPoints® Advise and the survey process 19:35 Example of advisor reports 23:10 Additional education resources provided by DataPoints® 23:42 How long does it take to learn how to use DataPoints®? 25:02 The Financial Perspectives assessment 25:38 How reliable are the DataPoints® assessments? 28:12 What additional reference materials are available in DataPoints® 34:11 How assessment insights can facilitate conversations around money and finances 37:16 Example of reports available for clients and customers 39:55 How to connect with DataPoints® and try the software (and get a discount code for FPPad viewers!) 41:03 How to win a copy of The Next Millionaire Next Door book!
2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo at http://www.fppad.com/tamarac
PLAN-IT Wins Innovation Quest
Watch the finals of the inaugural Innovation Quest competition hosted by TD Ameritrade Institutional, where three companies each delivered a 15-minute pitch to an audience of some 2,000 independent registered investment advisors (RIAs) and panel of judges at the TD Ameritrade Institutional1 2019 National LINC conference.
Derrick Wesley of iMar Learning Solutions and his idea, Plan-It, are the grand prize winners of this year’s Innovation Quest. I spoke with Derrick after the award ceremony to learn about his inspiration for the financial literacy app and how TD Ameritrade Institutional helped him bring his idea to life.
