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Tech Talk: As an advisor, you probably know your way around the basics of spreadsheet creation with Excel. But are you getting the most you can from this financial services warhorse?
To take full advantage of the mobility iPads offer, you need to load yours up with apps. Here are 18 mini-programs recommended by advisors and experts that can help you stay productive when you are out of the office for a week—or just an afternoon.
Remember the old days when you had to be at your office because all the paperwork was there? Those days are disappearing forever as more and more phone apps come out, making it more and more convenient for you to be gone all the time.
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