When your recording or GIF is done, just select the three dots and choose “Download File”. (Don’t worry, you can hide the 20+ open tabs on your browser or your cluttered homepage.) You can select your whole screen, or just the part that you need to show to communicate your message. You’ll then get to choose your screen recording size. To begin, just select either the GIF or the video option in the square below. If you’d rather create a longer video to help walk your client through a more complicated setup of an online profile or integration, a screen recording (with your mic on if you’d like to provide some commentary) may be your best bet. If it’s something you can do quickly (under 15 seconds), a GIF is the best option. If you’re trying to show your client how to do something on a computer screen, creating a GIF or a screen recording is a perfect way to do it. ![]() The app will show up in your computer’s toolbar. Next, just choose your OS (Mac or Windows) and it will begin downloading and boom, you’re done. You’ll be prompted to name your team you can skip this step unless you plan on using this tech with your partner or other employees. Simply enter your email and create a password and click continue. And did I mention, it’s FREE?įirst, you’ll need to create a profile with CloudApp. However, for the needs of most advisors (at least in the Network), I can’t imagine needing anything that the free version doesn’t offer. If you end up using CloudApp for some time and find you need additional features like unlimited video recordings or enhanced editing, it would maybe make sense to upgrade to Pro. There are four pricing options: Free and Pro ($9/mo) for individual users, and Team ($8/user/mo) and Business ($17/user/mo). They want to do this now and you feel powerless to help them.ĬloudApp is a technology that enables you to easily create images, videos, and gifs to share information. You’d like to screenshare, but you’re not in a meeting. You obviously don’t want to make them feel stupid-you just want to show them the steps they need to take. You keep emailing back and forth to try to solve the problem, but you can’t really convey what they need to do in words. Maybe they’re a little technology challenged, and they just can’t figure it out. Seems simple to you, but to them, not so much. You just landed a new client, and you need them to link their bank accounts in eMoney. While none of them are specific to the financial planning industry, all can play a role in making your life better, and the best part is they’re all are free. One is geared toward client communication, and the other three are mainly focused around improving productivity. I’ve selected four different apps to consider incorporating into your financial planning practice. Maybe so, but what about some free technology that will make your practice a little more efficient and your life a little easier? ![]() That’s one of the many benefits of joining the Network- the core technology ($540+/mo value) that you use is included in your membership cost.īut, as the saying goes, there’s no such thing as a free lunch. ![]() The downside of investing in a new technology, however, is that there is usually a cost. When you are your own CEO, CCO, CMO (the list goes on) and wearing multiple hats daily, technology has the power to free up some of the time you’re always chasing. Like I wrote previously, time management is one of the biggest problems and stresses advisors face in the Network. I’m always looking for new apps, quick tips, or hacks that can save me time and make my life a little easier. It’s something I love to talk about and, based on the number of posts in XYPN’s member forums, XYPN members do too.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |