Investment Executive | Business can be better in the “cloud”

Usually, having someone say that your “head is in the clouds” would not be considered a compliment. As an advisor, however, having some of your key documents stored in the digital cloud can be a great way to facilitate business while you are on the go, says Cara Crosetti, Los Angeles-based account director and web specialist with Wickware Communications Inc. of Toronto.

While the scope of “cloud computing” can vary widely from one user to another, for advisors, the idea of cloud computing is relatively simple: it’s about using the Internet to help you manage, store and process your files and information.

Crosetti offers some insights on how you can use cloud computing to build a stronger, more flexible, practice:

Continued…

Leave a Reply

Your email address will not be published. Required fields are marked *