Tag Archives: file storage

Video Spotlight: Rob Kirkland tells how ShareFile can be an alternative to Dropbox for advisers

Dropbox is well known among FPPad readers, as I’ve covered the consumer-oriented file sharing service for its mobile apps, a highly-publicized lapse in security, and upcoming integrations with adviser technology providers.

Tackling security head on, ShareFile, another online file storage and sharing service, is taking aim at Dropbox’s lack of enterprise features and built a product it believes is best suited for financial advisers.

In this video spotlight, Rob Kirkland, Sales Executive for ShareFile, talks about the service’s approach to security and how advisers can use it to easily collaborate with an unlimited number of clients and allied professionals.

(click here to view on YouTube)

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.

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