I can’t attend an event without noticing someone using an iPad. Case in point: an opening where a fellow photographer used her iPad to take pictures at the gallery. And, an executive roundtable I attended the next day where I spotted marketers taking notes with their iPads. It’s no secret that many financial advisors have also jumped on the iPad bandwagon. So, what’s all the fuss about?
To find out, we surveyed more than 250 financial advisors during the past few weeks to get their opinions about how and why advisors are using iPads (see full results here).
A majority of financial advisors who own or use an iPad recently told us it is an “extremely useful” or “useful” tool (77%). What is it useful for? That’s the question that I suggest you need to ask yourself – whether you own an iPad or are considering purchasing one. Technology is a means to an end not a means in and of itself.
How does the iPad and its applications support your business?
(Q2 2011 ByAllAccounts Survey, multiple responses allowed, n=92)
· For Business? Yes. Advisors are using their iPad for both business and personal use (65.3%). And still others are using it primarily for business purposes (14.4%). TD Ameritrade, Charles Schwab and Fidelity have jumped aboard this same bandwagon, offering a plethora of apps for advisors.
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