Financial Advisors

Do you all think an iPad with cellular is worth the business expense? If so, what are the benefits you get from it? Torn on whether or not to buy one...

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Yes get it. So worth it to Have access everywhere

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If you have your answer by now...💩

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Not sure I understand your comment but I feel like it was a majority saying yes it’s worth it 🤷🏽‍♂️

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Absolutely

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Absolutely, I do all of my applications on the iPad. I can send the disclosures, complete the applications and have it automatically logged on the trade blotter in 20 minutes anywhere. Office , clients home, over lunch , etc. my iPad is more important than my office. I can also pull up account information on reviews/ revisits. ...

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I don’t know how I’d do business without it. I felt unprofessional asking clients for their WiFi password although no one really cared too much. Trying to transition to a paperless client experience makes this a necessary tool for successful advisors

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You have hotspot no? I’m with T-Mobile and it’s free.

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Yeah I do have a hotspot! I’ve used it for my surface pro which serves as my work computer.

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Yes! Then you can work from ANYWHERE instead of being stuck in your office on a nice summer day like today

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Ha yeah I need to do better about changing the scenery, especially on pretty days. I’m just so dependent on my additional monitors!

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agree.....necessity - esp for watching golf :-)

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You have to have one

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I think it it. I have had some out of office appointments where the Wi-Fi was very poor or unavailable. It just takes one situation and the possible loss of business to cover the additional expense. T-mobile has a data plan for $10/mo.

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Amen! It hasn’t cost me business yet but I have had to fumble around with connectivity problems. So frustrating and makes me look silly, even if it is something I can’t control!

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Sounds like the overwhelming response is a cellular iPad is valuable to have. Anyone have any comments or concerns with the new iPad Pro and the fact that it uses a USB-C cord instead of a lightning cord? I was ready to go ahead and buy it and then I realized it used a different cord. 🙄

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I use laptop and if there is no wifi I use iPhone hotspot. I have an iPad but haven’t used it for years. I am not even sure where it is. What to keep my device count to one laptop and one iPhone, that’s it.

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Yeah I have thought of limiting the # of devices I have too. I have a Microsoft surface pro that is my primary work station(with extra monitors) but I honestly like the idea of an iPad too for when I want to leave my surface hooked up to the docking station or if I’m traveling I don’t have to go through the hook up of the hot spot connection and can be more efficient.

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Worth it!

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What do u use an iPad for?

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Well I am trying to get away from paper so I’m thinking it would help with that and is less clunky than trying to present from a laptop. Also like that I can use the note pad in it instead of a paper notebook. And then like many have said, it’s nice to be able to have connectivity anywhere regardless of WiFi signals. I was in a meeting yesterday and it was away from my office. The meeting room didn’t have a white board and I thought to myself “an iPad with a “drawing board” could have solved this problem” it was in that moment that I decided I’m buying the iPad today or this weekend

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