key-to-success

Evernote is a software platform that can help advisors improve their productivity. Here's how.

Read: Perform high-volume, low-volume tasks on the go

  1. It allows you to save notes, photos, e-mails, audio files, PDFs, documents, attachments and Web pages. When you come across useful articles online, click one button and the software catalogues the page in its library—complete with graphs, charts and pictures.
  2. Evernote lets you edit, reformat and save material in your library. You can file everything in customized Notebooks or just tag stories for reference. This is far superior to bookmarking pages, since websites frequently move (or remove) articles, or protect sites with passwords. Plus, saving a bookmark doesn't let you search that page later.
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  3. You can add to, and access, the library from your office and home computers, tablet, BlackBerry, iPhone, Android, or Windows phone. The Evernote clipper plug-in works on Internet Explorer, Safari, Firefox and Chrome browsers.

  4. Save all attachments

  5. You can also type or attach notes directly in the software's interface, or set up an e-mail address that forwards material directly to your library.Read: Grow the firm's bottom line
  6. Say you read an article on a rising Malaysian stock while at your desk. If you clip it to Evernote, you can show your millionaire prospect the article at lunch using the Evernote app on your phone.
  7. If lunch gets cancelled, you can share that article—and anything you've saved via Evernote—through e-mail or as a publicly available link.


Kevin Cork, CFP, is President of TheAbsoluteGroup.com with 19 years financial planning experience. He has written for The Globe and Mail, Calgary Herald, AOL, FundLibrary, Registered Representative, KRAVE and Zi Magazine. His national best-seller, ‘The Money Book’, was followed by ‘The Investment Book’. Kevin has lectured at Banff School, Mount Royal College and the Universities of Calgary & Alberta and has appeared on Vicki Gabereau, CBC/Newsworld, A-Channel, ROB TV, Global, CTV, QR77, TVOntario, CityTV, MOJO Radio, CJAD Montreal, Country 105, JACK FM and Canada Learning Television.
Originally published on Advisor.ca