This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL.
Moderator: Joel Bruckenstein, T3
This was probably one of the most popular sessions at T3. Unfortunately, the room was half the size it needed to be. People were standing and sitting all around and every seat was full of enthusiastic attendees. I wouldn’t have been surprised to hear that people were scalping tickets outside the door!
While it was crowded and started to get hot and stuffy towards the end, we certainly weren’t disappointed. Bill, Joel and Davis provided a smorgasbord of useful tech ideas that can improve efficiency and add value to many aspects of an advisors’ practice.
What tools can help improve client presentations?
Winterberg and Janowski had a number of interesting suggestions in this area that would work both when your client is in your office and also when they are remote. There was also some discussion about whether to buy a large, flat panel monitor and hang it in the conference room or buy a bunch of iPads (or other tablets) instead.
Due to the explosion of tablets on the market, half of your clients under 50 probably have one already. So having meeting presentation software that supports mobile devices is not a bad idea. The many small screens option also frees you from conference room gridlock. You can hold presentations anywhere you like. Even outside, if it’s a nice day and your office has good WiFi range. These suggestions will work no matter which method you prefer.
Winterberg started off by recommending an app for sharing presentations on your iPad called Idea Flight. It uses aspects of an airline metaphor (i.e. pilot and passengers instead of presenter and audience) in their user interface. The “pilot” controls the presentation and up to 15 other iPads can be “passengers” and watch. The advantage of this form of presentation is that each participant has a high resolution, color screen only a few inches away. No straining to see the monitor or problem with viewing angles. The downside is that you need to have an iPad for everyone attending the meeting and your office needs to have wifi. With the price of technology dropping, this is probably not much of an obstacle. Second generation wifi-only iPads are available from Apple for only $399.
While their design is pleasant to look at and the app appears easy to use, there are some limitations. The biggest one is that it only supports sharing of PDF files. If all you need to do is walk clients through their performance reports or financial plans, then you probably won’t be bothered by this. However, if you would like to share your entire screen, other applications or video, then you should look at alternatives like join.me or Fuze Meeting (described below).
Idea Flight is a bargain at only $8 for the presenter and free for viewers.
You may want to wait before downloading this app since the most recent version appears to have introduced a number of bugs, which users are complaining about in the Review Section of the App Store.