February 10, 2012 
         

Productive Technology



Jennifer A. Borislow, CLU, ChFC
Tuesday, December 20, 2005

In today’s world of information overload and multi-tasking, effective use of new technology advancements can be key to helping us increase productivity. 

 

One tool I’ve found particularly beneficial is Copytalk.  For a fee, Copytalk allows me to dictate notes into any phone that then sends the transcript directly to my e-mail.  For example, after an on location client meeting, I take just a few minutes to dictate to Copytalk as I drive back to the office, which ensures I do not forget anything important from the meeting.  Copytalk not only keeps me organized – it allows me to focus my time on building client relationships and growing my business.

 

  • What technologies have helped you be more successful?
  • How do you evaluate and incorporate technology into your business?


READER COMMENTS
Christopher Lim Geok Meng
Thursday, January 5, 2006

Wireless and Paperless, with my company NTUC Income used have made it easy for advisers like me who are on the move.

We can access government websites, CPF (Pension for our citizens), our company main frame to view policy details immediately anywhere.

Minimium Proposal Forms used thru on-line submissions are another advantage of using IT.




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