integrating remote offices into your la investment advisor firm (slideshare)

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  1. 1. Integrating Remote Offices into Your LA Investment Advisor Firm Courtesy of FPA Technology Services, Inc. http://www.TechGuideforLAInvestmentAdvisors.com
  2. 2. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO This article suggests ways that an LA investment firm can integrate its remote offices and ensure a smooth and unified operation
  3. 3. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO VoIP and Video Conferencing
  4. 4. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Technologies such as VoIP (voice over internet protocol) and video conferencing
  5. 5. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO can strengthen communications with customers and between offices
  6. 6. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO VoIP allows calls to be sent and received anywhere within the company network
  7. 7. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Video conferencing lets employees communicate efficiently no matter where they are located
  8. 8. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Centralized Data Storage
  9. 9. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Data needs to be set up in one central location so it can be easily secured, shared, and backed up
  10. 10. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO For most companies, moving to the cloud will make it easier to manage data across a distributed workforce
  11. 11. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Virtual Private Networks
  12. 12. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Virtual private networks (VPNs) allow advisors at remote offices to retrieve information without needing to be on site
  13. 13. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Any company with satellite locations should have a VPN in place:
  14. 14. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO they bypass the need for leasing long-distance lines and support costs are lower because it is easily outsourced to third-party suppliers
  15. 15. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Bottom Line
  16. 16. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Virtual communications, centralized data storage, and a VPN offer flexibility and remote office access to important data
  17. 17. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Everything from training new hires, to customer conferences, to system upgrades, can be done more efficiently
  18. 18. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Does your LA investment firm have remote offices?
  19. 19. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO What integration methods are used to present a united company front to both advisors and clients?
  20. 20. Sponsored by http://www.TechGuideforLAInvestmentAdvisors.com Craig Pollack Founder & CEO Let us know your thoughts in the Comments box below
  21. 21. Copyright FPA Technology Services, Inc. Learn How to Protect Your Firms Technology With the Right IT Service Provider Download Your Free Guide Investing in High Net Worth Clients: The LA Investment Advisors Guide to Using Technology to Manage and Grow Your Firm Now at http://www.TechGuideforLAInvestmentAdvisors.com