Last spring, Creative’s Chief Information Officer, Robert Wingerter, gave a rousing presentation to our elite Tailor Made producers about the importance of evolving technology in the advisor’s business. He highlighted the growing number of agents who were integrating tablet technology – more specifically the iPad® – into their businesses for streamlining processes and improving communication. The information was so well received that he shared it in an article via Creative Edge (click here for the full story if you missed it).
Nine months later, Financial Planning has released an article stating that financial planners are now adopting the iPad as a business tool four times faster than the next fastest industry! From creating presentations and taking notes to conducting virtual meetings and collecting application signatures, they’ve also identified 16 of the most popular advisor uses of this important technology. Read the full article from Financial Planning here.
This shift in how agents and advisors conduct business is still in its infancy. We look forward to continued innovation from carriers and the industry as whole, while hearing your feedback on how you’ve used technology to improve sales and build your practice specifically.
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 12657 – 2013/1/24