
Author Archives: Dan Scafe
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Data on Device: A Here-And-Now Trend for Asset Managers
Picture this: You’re a top-performing external wholesaler with a territory that includes San Francisco. You have back-to-back meetings with three individual reps who work on different floors in the same building. After meeting with the first rep, you walk into the elevator and push the button for the floor on which the second rep works; you pull out your mobile device to look up a sales report for crucial information that can help you close the deal with that second rep—only to discover that you don’t have service in the building. Without that rep’s data available to you, you have a sinking feeling that you’re toast. But at this point, you don’t have a choice; you just have to move forward and hope that you’ll be able to close the deal—even without the data that would have made your life easier and your deal more certain.On the Go: Getting the Most Out of Mobile
You may have experienced, as I have, arriving at work and settling into the morning routine—a cup of coffee in hand while you’re sifting through e-mails; then, it hits you. You check your left and right pockets. You check your computer bag or purse. You go out to your car to look in your center console. With a sinking feeling, you remember leaving your phone on your nightstand. All of a sudden you feel like you’re missing your right leg.