CoLab guest presenter Jake Northrup was recently interviewed by Morey Stettner and Investor's Business Daily on running a virtual business and embracing technology.
Here's a preview into 3 of the tech tools that Jake uses:
1) MindMeister - this allows you to plot a client’s entire financial life onto one nice, visual page.
2) Financial DNA - this quick 10-minute questionnaire brings awareness to how you are hardwired to act with money and allows you to compare it to your spouse (which clients get a kick out of!)
3) MeisterTask - this is a project management software which I’ve repurposed to be an interactive, shared to do list with clients (at least until Knudge is ready to roll out!)
Check out the full article here.