I have a number of systems and tools to help me be my best at any time for my clients and also be able to boot up my office virtually — anywhere at anytime.
I am frequently asked about many of the tools I use in my practice. Just a word of warning, this post is definitely not a 'static' list — these tools do change in capability, size and manufacturer.
Over the past 3-4 years I've been watching massive changes take place in the marketplace. Some people see them, some people don't. Unfortunately, many people still act as if these institutions will go on forever.