The Mobile Adviser: Everything financial advisers need to know to be safe, connected, and productive in the Mobile Age 

Published May 15, 2013

Seminar recording | Presentation materials

By 2015, experts predict that mobile phone subscriptions will outnumber the world population. Financial advisers recognize that the shift to the Mobile Age will forever change the way they manage their business and engage clients and prospects. However, most advisers simply aren't aware of the best ways to use smartphones, tablets, the cloud, and more. The office in the Mobile Age isn't a physical place, as it is now possible to work from any location on any device at any time. In this session with Bill Winterberg, financial advisers learn how to stay safe, connected, and productive as they seek to become "The Mobile Adviser."


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