Stay efficient on the fly with Cloud On
Use this app to maintain your files — and your efficiency — when on the road and meeting with clients.
Page 16
Improve your LinkedIn searches with Boolean operators
What is Boolean? Boolean, named after 19th century mathematician George Boole, is a method of Internet searching designed to help narrow your search and generate more precise results. How does it work? Boolean uses “connectors” to make your search more accurate, such as: Using Boolean search on LinkedIn When you use Boolean search operators on
5 ways to optimize your LinkedIn profile
Add your picture Choose an image where you’re in a professional setting, dressed appropriately, and either smiling or looking slightly off-camera. Use your professional name Use the name you go by professionally; if it’s a nickname, use it. Be sure to include both your maiden and married names if applicable. Write a great headline Your
Broaden your list of potential clients with Advanced Search
With LinkedIn’s Advanced Search feature, you can easily target specific industries and groups, or even levels of seniority within an organization, to find connections in your area. Use the “alerts” feature to receive regular updates based on your search criteria.
Your social networking personal and business personas
The growing imperative for financial advisors to use social networking sites like Facebook, Twitter, and LinkedIn presents an interesting quandary beyond the obvious compliance restraints: how do you balance your personal and professional personas online? Some items to consider: What is your personal brand? Is it strongly tied to you as an individual, or is
Share timely market insights with Perspectives app
Putnam’s veteran portfolio managers offer timely insights on events making news and moving markets.
Seamless presentations on the iPad
Slide Rocket keeps your PowerPoint presentations intact when shown on the iPad, without jumbling the fonts or changing your graphs.
Think different with iThoughts
We were always taught to start at the beginning and create a structured outline when writing a presentation or talk. An app like iThoughts brings mind mapping to the iPhone or iPad, capturing the immediate free flow of thoughts and creativity that precede putting actual pen to paper.
Just the facts with FRED
The Federal Reserve’s free data app is a must-have for any information-hungry advisor.
To blog or not to blog?
As a financial advisor, should you start a blog? Consider these pros and cons first.