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Software
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You Need To See This To Believe It: MIT Grads Reportedly Develop An App That Transfers Files From One Device To Another Using Physical Gestures |
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Wednesday, May 09, 2012 19:27
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Tags: advisor technology | Offbeat MIT media lab-developed has developed an open-source software application essentially facilitates cross-application and cross-device data exchange through swipe gestures. If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now |  |
SWYP uses your Wifi network, Facebook, and Gmail accounts, and associates that information with a simple, real-time gesture to transfer the desired data from device to device.
We're on the verge of outdoing the Jetsons!
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Accused 911 Terrorists Were Reading The Economist At Their Arraignment |
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Wednesday, May 09, 2012 02:02
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Tags: Offbeat  At the 911 terrorist arraignment at Gunatanamo this past Saturday, one detainee, Ali Abd al Aziz Ali, reportedly appeared to be reading the Economist magazine.
At one point, he handed it to a detainee sitting behind him, Mustafa al Hawsawi, who leafed through it.
It’s bad enough that these guys get to read the Economist ever.
These guys are military prisoners, enemy combatants.
Why are they given magazines to read at a legal proceeding?
If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
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Be More Social By Using One Of These Link-Shortening Add-Ons For Firefox And Internet Explorer |
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Thursday, May 03, 2012 00:30
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Tags: client communications | marketing | Social Media For advisors, successful social networking requires engaging your prospects and clients with targeted content about topics that implicitly communicates your expertise and value proposition. Generating content is crucial but painstaking. So here below are three link shortening tools that make social networking easier.
If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
Some background: A link shortener is tool that trims long Web addresses. For example, the address for this page you’re reading now is 70 characters in length. If you send a 140-character “tweet” (status update) linking to this page, for example, you only would have about 70 characters to write your ideas into your tweet because the URL takes up 70 of your 140-character allotment.
URL shorteners automatically assign an alias to a URL so your tweets can have short URLs only 10 or 12 characters in length. That generally gives you an extra 50 or more characters to write your ideas into your tweets.
Start with writing status updates on LinkedIn, which is better-established as a professional community. You can and should connect your Twitter account to your LinkedIn account. (Facebook marketing is a more complex topic we’ll cover elsewhere.)
You’ll find many URL shorteners on the Web. You simply copy the URL of the item you want to tweet about, navigate to the website for the URL shortener, and paste your long URL. The website shoots back a short URL. Some websites that shorten URLs also let you tweet to your social networks. Bit.ly offers a free service like this, for example. That’s good, but the these tools below are even better, more efficient.
Using the tools below eliminates the most time-consuming step of tweeting: opening a new browser or social media app where you paste the link you wish to shorten. Eliminating that step makes it much more likely you’ll start tweeting more often.
Initially tweeting is likely to feel like howling at the moon. Your network may not respond.
The vast majority of twitter accounts that get started lie dormant and abandoned after a few weeks because people naturally have difficulty shouting into the twittersphere with no response. You’ll need patience. It could take months to start engaging your audience.
However, if you have good intentions and ideas, your target market will find you, and they will be a loyal group because they appreciate the knowledge you offer. But you have to stick with it.
 If you’re using Internet Explorer, check out Cloudberry TweetIE. After you install Cloudberry, you’ll see a “tweet” icon appear in your browser toolbar. When you stumble upon an item you want to tweet, just click on that icon and it opens a box where you can write your own tweet.
That box is a proxy for Twitter. Instead of using Twitter you use Cloudberry’s proxy. In the Cloudberry proxy is an “Add Link” button to automatically shorten your link and insert it in your tweet.
What’s most cool is that if you highlight text on the page you want to tweet about, it is automatically inserted in the Cloudberry proxy. So your tweets are practically written for you. In the pictures here, you can see that the text highlighted in a New York Times article was inserted automatically into the Cloudberry proxy.
 If you’re using Firefox as your browser, check out Trim A Link. It’s dead simple. Just right click on the Web page you want to tweet about and the shortened URL is copied into memory. Now go to Twitter, LinkedIn, or some other proxy like HootSuite to paste the shortened link and write the rest of your tweet.
What’s most cool is that when you right click on the page you want to tweet about, Trim A Link gives you two choices. The simple one is described above. A second option is to create a page dedicated to tracking statistics on your tweet. You can see how many people clicked on your link.
Another Firefox add-on that's similar to Trim A Link is Shortly, which places a small icon in your address bar. when you click on the icon, the shortner link is memorized in your clipboard and can be pasted in your social networks, a proxy, or an email.
None of these tools are unique and there are many ways to get your tweets out. But the most important thing is that you do get them out, and that's where the simplicity of these tools will come in handy.
Being able to tweet out spontaneously every time you come across an idea you want to share with your target audience will make them understand you better and engages them in an ongoing conversation. And all of this is free!
Advisor Products is now beta testing a social media dashboard that provides articles that you can automatically tweet. The articles and videos are consistent with investment advisor best practices, FINRA-reviewed, and posted on your website. Don't mean to slip in that plug but it is relevant and in your interest to know about it.
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As Advisors Consider Moving To The Cloud, The Google Versus Microsoft Battle Is Starting To Tilt In Favor Of Microsoft |
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Tuesday, May 01, 2012 02:06
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Tags: Operating Systems Google last Saturday released the full report published by the Federal Communications Commission of its 17-month investigation of Google’s Street View project, a report that The New York Times says “draws a portrait of a company where an engineer can easily embark on a project to gather personal e-mails and Web searches of potentially hundreds of millions of people as part of his or her unscheduled work time, and where privacy concerns are shrugged off.”
The revelations caused Robert X. Cringely of Infoworld today to this grim conclusion: "Clearly Google believes it can do whatever it wants with our data and get away with it."
Meanwhile, Google Drive last week was released and received a barrage of negative publicity because several clauses in Drive's terms of service make it seem as though Google has greater access to and power over data stored on Drive than it should. If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
For advisors trying to come up with a long-term IT strategy, Google’s stumbles probably will mean steering clear of its Google Apps for Business service. Why get involved with Google when it is presenting all of these issues?
Interestingly, in researching Google Apps for Business this weekend, I noticed the that Google Apps for Business does not allow you to write documents online. So if you are on an airplane or someplace where you don’t have an Internet connection, you can’t write new information to your word processor, spreadsheets, and presentations using Google Apps. You can read but not write these documents.
You could write documents using w word processor other than Google’s and then later upload or sync the file later with Google Apps. But if you’re running a business, do you want to get into that? Probably not.
While Google is really easy to use, my guess is it will not meet the needs of investment advisors. With Microsoft today announcing a $1.7 billion investment in Barnes and Noble’s Nook tablet division and Windows 8 launching this fall, a comeback by Microsoft seems likely.
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Cloud Storage Feature War Is About To Begin Pitting Dropbox, Google, And Microsoft In A Battle |
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Monday, April 23, 2012 23:43
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Tags: advisor technology | document management system | microsoft | Operating Systems | productivity A cloud storage feature war is about to begin, pitting Dropbox, Google, and Microsoft against one another.
Google Drive is expected to launch any day, and competing services Dropbox and Microsoft's SkyDrive are preparing for battle with their own feature enhancements. If you're a private wealth advisor, please join Advisors4Advisors (A4A) to get its full benefits. Register now, and we will donate $20 of our $60 membership fee to Bubbles The Clown’s financial literacy program, and you can post an icon on your website saying you support Bubbles' 501(c)3 charitable organization. Plus, get other membership benefits, including: - Analysis daily of issues affecting advisors
- Aggregation of news from dozens of sites targeting wealth managers
- Reviews by advisors of practice management applications
- 30 independent experts blogging on advisor business issues
- 24/7 access to webinars with 50 hours of CFP® CE and 100 hours of IMCA CE
Register Now | |
Advisors are likely to use these systems internally with staff because they are extremely convenient. But my guess is you won't see advisors use them with clients or move their firms' documents to them -- at least not yet.
Most advisors are slow to adopt new technology and only about 25% of advisors have moved, their core tech stack to the cloud already.
With 53% of advisors saying they expect to move to their core IT stack -- apps for email, word processing, spreadsheets, and presentations -- to the cloud this year, most firms will need time to integrate file storage and sharing apps into their processes. In addition, document management features are going to need to be added on top of SkyDrive before advisors can easily index and locate documents across an entire firm.
Microsoft seems best situated. Since mostadvisors are already familair with Windows, using the Micosoft cloud apps, Office365, to run their core IT functions seems likely, and SkyDrive will be integrated with Office365.ll
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