Are you a gadget junkie?

Are you a gadget junkie?
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
JAN 25, 2015
I admit it: I'm a gadget junkie. I really like new, fun technology and if I can write it off, er, I mean, use it for business, that's a bonus. We all use gadgets such as laptops, smart phones, wireless headsets and Bluetooth. I've added other “toys” in my office, including a giant, flat-screen smart TV in the conference room, intra-office messaging, a portable mini-projector, VoIP phones, and dual monitors and scanners at every desk. Lately, I've been thinking about going further with technology. I'm pretty sure I'll follow through with my first two initiatives. I will need to do more research on the latter two. Here they are: 1. Tablets for each employee: I have a goal of totally eliminating paper at work. At this point, we use paper primarily for note-taking. Having tablets with a wireless connection to our computers would allow for electronic note-taking and easy, one-step file saving. The tablets could also be used for presentations as an alternative to printing documents. (Client copies can be emailed.) 2. Cameras and microphones on each computer: To encourage video meetings, this is a must! 3. Electronic whiteboard: These are cool. When speaking to a group, a presenter can illustrate points on the whiteboard, which will capture images electronically. The benefits? Easy file saving and sharing. And … it impresses the audience! 4. Large touch-screen “all-in-one” computer: This is way cool, reminding me of sci-fi movies! The huge screen can even be a table top, allowing for interactive presentations to clients. Imagine the fun of playing with live “what if” financial planning scenarios with clients! Should I take the leap? All of them? Maybe I should consider other gadgets as well... Sheryl Rowling is chief executive of Total Rebalance Expert and principal at Rowling & Associates. She considers herself a nontechie user of technology.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.