Tag Archives: Google Voice

Ditch your antiquated office phone and upgrade to a modern system

Posted on August 22, 2012 by in Efficiency

Today you work in more places than just your office. Mobile devices and wireless Internet access allow you to choose from where you work and when you are available for clients.

So why do you continue to direct clients and prospects to call you on your office phone?

It’s time to get rid of the antiquated phone system installed in the office and upgrade to a more flexible service.

This month’s Quickview for Morningstar Advisor covers one phone service that lets you choose when and where you’re available by phone for anyone who calls you.

Be sure to read Quickview: Upgrade Your Outdated Phone System at Morningstar Advisor today.

FPPad Bits and Bytes for June 3

Posted on June 3, 2011 by in Bits & Bytes

This week’s FPA NorCal Conference wrapped up a hectic month of May, involving four separate conferences in four cities across the U.S., combined with two short vacations coupled with the travel.

Still, we’ve managed to keep an eye out for relevant technology articles in the financial planning profession. Here are this week’s stories of interest:

AIG’s Advisor Group to roll out revised platform from InvestmentNews.com

See what an investment in the “healthy seven digits” looks like for representatives under the AIG Advisor Group technology platform.

Commonwealth’s revamp of technology includes subtracting Advent from RIABiz.com

Advent first buys Black Diamond, but then Commonwealth Financial Network breaks its ties with Advent Software citing a lack of value for the cost.

One-Click Calling from CRM at MorningstarAdvisor.com

In Bill’s monthly blog at Morningstar Advisor, he discusses how advisers can simplify making phone calls with web browser extensions. Say goodbye to 10-digit dialing!