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On this week’s broadcast, get the rundown of all the announcements from Apple this week, the trend of quick financial planning expands to a new software provider, and how you can impress clients with a survey. Yes, I said survey!
So get ready, a special Halloween edition of Bits and Bytes begins now.
This week’s episode is brought to you by Wealth Management Marketing, providers of complete outsourced marketing services for Registered Investment Advisers.
Learn how outsourcing your marketing can result in successful custom marketing campaigns that grow your business by visiting fppad.com/wmm.
From iPad Air to Mac Pro: everything you need to know about Apple’s fall event from TheVerge.com
[By now, you’ve probably heard that Apple has further disrupted the hardware and software market as we know it. The company introduced a more powerful line of MacBook laptops, updated the release date of the Mac Pro uber-computer to December starting at just under $3,000, and revealed the both the iPad Air, with its ultra-thin 9.7-inch Retina display weighing in at just one pound, and a new iPad mini, upgraded with its own 7.9 inch Retina display and now priced at $399.
Apple also accelerated the race to zero on software pricing, announcing that Mavericks, the latest operating system for Mac, is now free for all users, and the iWork and iLife suites are free for anyone who purchases a new Mac or iOS device.
So what does all this mean to advisors?
Most of you run your business on Windows computers, with many of you still using Windows 7 and older versions of Microsoft Office.
The cost of upgrading your software is often a deterrent, especially if you need to buy one or two dozen licenses for everyone in your organization. That’s especially true now that Office 365 requires an annual subscription of $99 per person; that adds up quickly!
So with free versions of the latest software from Apple, you need to consider what your businesses technology will look like in the near future. Will you get more value from low-cost PCs that come with non-trivial software costs, or from higher-priced Apple hardware that includes core software for free?
And for those programs that don’t run on Macs: there’s always Parallels or VMWare Fusion if you absolutely must have access to your legacy Windows-only applications.] After a year in which Apple’s product announcements have largely leaked out ahead of time, today the company delivered something of a surprise: a redesigned tablet, the iPad Air, that is the lightest full-size iPad to date at just 1 pound.
SunGard Launches a Financial Planning Solution that Helps Advisors Quickly Create Holistic, Client-Friendly Plans from Sungard
[If you watched FPPad Bits and Bytes for October 11, you learned that Advisor Software published goalgamiPro, the company’s quick financial plan illustration tool, on the Salesforce AppExchange market.
Now the latest company capitalizing on the popularity of quick financial planning tools is Sungard, who announced this week the introduction of a new product called WealthStation CompAct.
The new tool is a single, stand-alone application advisors can use on their own or in collaboration with clients to highlight planning opportunities across eight areas, including cash management, asset allocation, and retirement planning.
WealthStation CompAct allows advisors to create basic plans simply and efficiently to help clients prioritize their financial goals. Should more detailed planning be needed, data from CompAct can be fed into the more robust WealthStation Financial Planning module.] SunGard has launched WealthStation CompAct, a new financial planning solution that gives advisors the ability to produce results-based, holistic financial plans quickly, simply and interactively.
Use Surveys to Impress Clients. Yes, Surveys! from Morningstar Advisor
[And finally, you’ve no doubt read countless articles why it’s important to send surveys to your clients. Client surveys provide valuable insight on what your clients are thinking, but the last thing you want to do is fill up your client’s inbox with another dull, plain-vanilla survey.
Enter a survey tool called Typeform. In four easy steps, you can use Typeform to create fun, yes I said fun, surveys that stand out among the rest. Instead of the standard radio bubbles and check boxes, Typeform gives you lots of options to add color, style, and bold icons to your survey. And since Typeform uses responsive design, your surveys look great no matter what device clients use to offer feedback.] The last thing you want is a client to see your survey request and think, “Hooray–another boring survey from my financial advisor.”
Watch FPPad Bits and Bytes for October 25, 2013, “Halloween Edition!”
