News, Vision & Voice for the Advisory Community


Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients

The rock star of the mobile world evolves into a tool for reassurance and retention

Author Judy Messina January 10, 2011 at 3:01 PM
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David Wisehaupt: It's "the greatest utility that I have owned in my business life."

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February 24, 2012 — 8:22 PM

I rally encourage trying StoryDesk.

Easy to use, dynamic presentations and pitchbooks at Enterprise level.

Built in back end analytics, so marketing can be measurable. Content adjusted and updated remotely via HQ


Aaron Tanner

Aaron Tanner

August 2, 2012 — 5:17 PM

How secure is client information on an iPad compared to a Laptop if it falls into the wrong hands? Better, worse, or same?

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