The platform is there for you to use in your business. Its technology that works well 95% of the time. The technology platform is there for you to use in your business. Its works well 95% of the time. You can use it from the comfort of your home or office. It's a great platform that allows you to connect with clients more often when they are not local to you. Many business owners use Skype with clients who are local because it gives your clients the option of sitting in their backyard (or not sitting in traffic) while working with you. Skype gives financial advisors the opportunity to meet with clients more often or for

Have you ever sent an email to someone and instead of getting a response, you learn that the email you've contacted doesn't accept messages? It's called a "no reply" email and in my opinion, it should be banned!   You might get one when you join someone's email list or receive  a link to a free report. You might get it when you pay for a service and they send you a welcome note.   Hint to companies who use them... they are annoying!  Let alone that, consider what message you're sending to prospects or your clients.  "I want your business but I really don't want to hear from you".  ERRRR   ACTION 1) Go into your

With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You'll have more time to concentrate on building deeper client relationships, both existing and new. AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze. The technology solutions they provide include: billing, performance reporting, held away account aggregation, data integration, and client web reporting. Call Marty Morua at 917-833-3994 and learn how AllBackOffice can simplify your operations.  You'll also find Marty on LinkedIn at https://www.linkedin.com/pub/marty-morua/4/223/51a   Visit the AllBackoffice

If you use Internet Explorer, then this alert pertains to you. And if you use Microsoft Office, an Apple, Adobe Reader, and Java some tips below can assist you, too. I figure that while people are updating software, you might as well make sure that you've got the most recent versions of other basic computer and business software, too. Recently, you may have heard about a major security flaw in Internet Explorer. If you have XP (yes, you read that right) up to the current edition of Internet 11 on your computer go here to learn how to Update your settings Another update is also available, this one from Java, and has nothing to do with

My friend Carla, knowing how much of a geek I am sent me this video. Guess what... I learned a whole lot of interesting tips! Tech columnist David Pogue shares 10 simple, clever tips for computer, web, smartphone and camera users. And yes, you may know a few of these already -- but there's probably at least one you don't.