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CRM Failure – The Dirty Secret That's Holding You Back - Pulse

CRM Failure – The Dirty Secret That's Holding You Back - Pulse | Wealth Management CRM | Scoop.it
In my last corporate role, I ran the Australian region for one of world’s biggest CRM software companies. It was my final role in a twenty-five year career working in the technology sector.
Allan Siegert's insight:

Lots to like in this article for #wealthmanagers #wealthmanagement

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Rescooped by Allan Siegert from Public Relations & Social Media Insight
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Portable Standing Desk Lets You Stand, Work Anywhere You Bring Your Laptop

Portable Standing Desk Lets You Stand, Work Anywhere You Bring Your Laptop | Wealth Management CRM | Scoop.it

Picture yourself being "that standing desk guy" not just at the office, but at a coffee shop, library, and wherever else you happen to be.

 

There are a lot of standing desks on the market these days. But most of them are pretty stationary. They assume you have the sort of job where staying in place is what you have to do from 9 to 5.

 

Many of us need to be mobile during the day. We visit customers or colleagues, hang out in coffee shops, or work while traveling. That's when you might want something that's not only standing, but also portable. Something like StandStand, perhaps?

 

Now on Kickstarter, StandStand is a three-piece wooden kit that locks together into one sturdy platform for your laptop. And very elegant it is too. It weighs less than two pounds, flattens into one interconnected lump, and costs as little as $50 if buying early through the crowdfunding campaign, which is considerably less than most standing desks (probably only building your own is cheaper).The design comes from Luke Leafgren, who makes his case in the video here:...


Via Jeff Domansky
Allan Siegert's insight:

Any downsides to this?

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Maren McKenna's curator insight, September 19, 2014 3:33 PM

This is a great "standing desk" article!!

Marco Favero's curator insight, September 19, 2014 5:24 PM

aggiungi la tua intuizione ...

aitouaddaC's comment, September 22, 2014 5:22 PM
I love the idea ! how to learn and being a globe trotter...
Rescooped by Allan Siegert from Financial Advisory Practice Management
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Q&A: Making Your CRM Work Harder For You | Technology content from WealthManagement.com

Q&A: Making Your CRM Work Harder For You | Technology content from WealthManagement.com | Wealth Management CRM | Scoop.it
Schwab’s Neesha Hathi believes that CRM tools are one of the least used things in a financial advisor’s arsenal.

Via AdvisoryQuest
Allan Siegert's insight:

Most RIA's also aren't clear regarding the cost for missing out on CRM's value to #wealthmanagement

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