Powerful Personal Productivity

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Powerful Personal Productivity

• David L. Lawrence, RFC, ChFE
• President
• The Efficient Practice, LLC
• www.EfficientPractice.com
• Columnist
• Financial Advisor Magazine

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Time Management
Here is an example of a schedule Template
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Google Shared Calendars
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WorkTime for Windows
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Keystroke Reduction

• Using Voice to Text conversion
• Nuance Dragon Naturally Speaking
• Copy Talk
• JOTT
• Pre-fillable Forms Management
• LaserApps
• QuikForms
• Adobe Acrobat
• Broker/Dealer/custodian forms
• Using Dual-use Bluetooth Headsets
• Plantronics Voyager 835 Series (119.95)

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Document Management

• Paperless office solutions
• Laserfiche Avante
• Xerox DocuShare
• Worldox
• DocuExplorer
• PaperPort
• Mobile Solutions
• Portable Scanners
• Logitech Digital Pen

Applicable regulations 1.) Sarbanes-Oxley 2.)
Gramm-Leach-Blily Act 3.) SEC Rule 17a-4 4.) USA
Patriot Act And more
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Digital Pen

• Logitech io2 Digital Pen
• Used with pre-fillable forms (such as Quikforms)
• Sign with the pen, synch pen and view as a PDF

Available from Amazon.com 334.99
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Ambir Portable Scanner
Features include  Cost-effective duplex
scanning  Footprint very small, uses USB for
power  High-resolution scanning new and
improved to scan at 600dpi Scan directly to PDF
included Adobe PDF scan technology conveniently
delivers industry standard PDF output  Scan
speed7 seconds per single-sided page in black
and white mode. 10 seconds in duplex mode.  The
scanner sells for a suggested retail price of
349.95. For details, visit www.ambir.com.
Fujitsu Portable Scanner
8 pages per minute 4/w USB power 295 MSRP
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Neat Business Cards
NEAT Business Cards is a highly accurate card
reader for US business cards. It installs a scan
button directly in Microsoft Outlook and ACT! so
you can import your contact information fast. You
can also keep contacts in the Neat database and
export to your mobile device. (MSRP is 89.00)  
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Workflow Management

• Using a Workflow Management System
• Managing people and resources
• Examples
• Laserfiche Document workflow tools
• Junxure Workflow management in an integrated
  CRM
• ProTracker Segregated Employee management
• Redtail Web-based CRM with Workflow tools
• Upswing - Multi-user task management, Calendar
  management, integrates with QuikForms LaserApps

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Pyxis Mobile

• Pyxis Mobile for Financial Services
• Integrate directly with existing sales, CRM, or
  other enterprise system(s) ensuring data is
  consistent
• - Access static and real-time reports, such as
  portfolio holdings, research reports, issuer
  ratings, and performance reports
• - Log contacts, enter notes, order literature,
  send email, and manage your schedule while in the
  field
• - View sector and position-related market
  research
• - Monitor the markets via real-time access to
  news, quotes, charts other market data

www.pyxismobile.com
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Powerful Personal Productivity
www.EfficientPractice.com