lanning to work while enjoying the summer sun? No problem. With your trusty tablet, smartphone, mobile apps, and social media, you can do it. That’s what some insurance professionals are discovering. They are using today’s trendy mobile technologies not only for keeping up with the office while vacationing, but also for status updates with clients while out of town, gathering customer data on a moment’s notice, making interactive presentations at local coffee shops, prospecting, marketing and more. These advisors are not armed and dangerous. They are armed and connected – and in ways no one dreamed about even a few years ago. In fact, although some producers have started boning up on use of social media in their practices, going mobile is the mantra of many others. Take a look at how four advisors are doing it and kicking the desk habit in the process.
InsuranceNewsNet Magazine » August 2012
Good to Great: Jim Collins explains how advisors can make the leap to enduring success.