May 26, 2015 Blane Warrene

Mobile Productivity for Financial Advisors

Mobile Productivity for Financial Advisors

Blane Warrene was joined by Maggie Crowley (Advisor Websites) and Corey Westphal (Mobile Assistant) on May 20, 2015 to discuss how:
– You can amplify your online presence to mobile (i.e. how others view you on the small screen)
– Staying productive on the road including effective apps for productivity and security (how you can work more effectively on the small screen).

The essential steps we cover include:

  • Staying aware and compliant with Google’s specifications for your web site being considered mobile friendly (or responsive), and how that can positively impact your web visibility
  • How CRM continues to become more critical as our business becomes “portable”. How do we create efficiency here when we are mobile on small screens?
  • Reminders to update your policies and procedures to accommodate the use of mobile devices and how our work habits change (as does where our data may reside while working on the move)

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Blane Warrene

Recognized as an industry leader in financial services business development and technology, Blane has worked in progressive roles in operations, technology and compliance in the industry. He co-founded Arkovi Social Media Archiving in 2009 with Carl Cline and Tyson Lowery - successfully raising capital and delivering a modern software as a service solution for business use of social media. Blane also co-founded QuonWarrene with Neal Quon in 2009. In October 2012 Arkovi was acquired by RegEd. Blane continues to advise companies via QuonWarrene. In addition, Blane is a sought-after speaker and panelist at industry and corporate conferences where he brings a fresh and innovative approach to business issues. An avid blogger and well known on twitter, @blano, he is actively engaged in social media providing thought leadership in compliant communications. Blane serves as a board member for the Dennison Railroad Depot Museum, an Ohio national historic landmark.

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