How Online Project Management Software Helps Los Angeles RIAs (SlideShare)
How Los Angeles RIAs Save Time During Trading Hours (SlideShare)
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Transcript of How Los Angeles RIAs Save Time During Trading Hours (SlideShare)
![Page 1: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/1.jpg)
How Los Angeles RIAs Save Time During Trading Hours
Courtesy of FPA Technology Services, Inc.http://www.TechGuideforLAInvestmentAdvisors.com
![Page 2: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/2.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Every day, Los Angeles RIAs spend their trading hours answering emails, making calls,
![Page 3: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/3.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
meeting with clients, scheduling appointments, and numerous other activities that make up their routine responsibilities
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Fortunately, there are time-saving resources that allow RIAs to remain busy without burning out
![Page 5: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/5.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
App Assistance
![Page 6: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/6.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Every RIA should be using the apps similar to those listed below to enhance productivity:
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Evernote
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Bloomberg Mobile
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Hootsuite
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Scheduling Software
![Page 11: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/11.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Scheduling software such as Appointment-Plus and BookedIN
![Page 12: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/12.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
manage personal and professional responsibilities
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
and even allow clients to book their appointments subject to the RIA’s availability
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
The Power of CRMs
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Popular CRMs like Salesforce and RedTail can sync to the RIA’s calendar
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
and feature built-in task lists that can be used to prioritize responsibilities and even rearrange them if necessary
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Software such as e-forms provider Laser App, can be integrated with CRMs for filling out forms
![Page 18: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/18.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Wealth management can be a hectic profession,
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Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
but proper use of tech-based time management resources prevents workload from compromising efficiency
![Page 21: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/21.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
What tech-based tools and resources do the RIAs at your company use to save time during trading hours?
![Page 22: How Los Angeles RIAs Save Time During Trading Hours (SlideShare)](https://reader036.fdocuments.in/reader036/viewer/2022070520/58f19cd51a28ab1b068b45c3/html5/thumbnails/22.jpg)
Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts in the Comments box below
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