Five Easy-To-Use Tech Tools For Advisors – Financial Advisor Magazine

Five Easy-To-Use Tech Tools For AdvisorsFinancial Advisor MagazineWinterberg likes WorkFlowy, a program that documents work processes. “It’s a real neat tool, it’s online and syncs with mobile devices,” he said. RescueTime is helpful for … (Mac users can use a similar program, Camtasia.) “You hit a button, and you …

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Five Easy-To-Use Tech Tools For Advisors – Financial Advisor Magazine

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