Record your daily activity better with Evernote

Evernote may help you rethink how you document your important business-related information every day. Learn more in this demo from Regional Director Tige Hofer.

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play this is Tycho for regional director Delaware Investments if he is a smartphone or tablet for business in a certain time and solve problems that's why we use them they will talk about Evernote an app that can help you collect information and access it easily from all the devices use everyday phone your iPad and a computer think about all the different ways you might record your thoughts and ideas throughout the day if your practice especially for not in the office I personally use Evernote to record notes anytime anywhere and also to organize them anyway that I can find Coal Mountain seconds also it might help you rethink how you take notes get a clue to how do you put a photo add an alert reminder organize your nose from a different notebooks add your notes of categories and keywords locations your overall it's a more robust to push to know taken most successful teams and advisors I work with need to be able to record conference calls and portfolio manager presentations at due diligence meanings for example with an Evernote they record the audio and simultaneously take notes to fish for information that's relevant to them when the session is over they can email their notes along with the recording to the team members how efficient is that I even use this feature record my own presentations of the way to sharpen my speaking skills now it's a quick example of how you could use Evernote you're dialing into an important conference call and you want to share what you learn on the conference call with your team starting at the beginning or first create a new notebook in Evernote clicking on notebooks in the sidebar edits the new notebook give the new notebook in name mediums create a note we can use the quick notes section at the bottom of the home screen or we can go to our new meetings notebook at the plus sign in the upper right hand corner case you want to record a conference call so I create a new note give me the name how to get a recording will have the attachment icon and choose audio Evernote is now recording using the iPad's microphone we're listening to the conference call and according then we can take notes here as well winter conference call Quick done to stop recording the audio file is now attached to the note we want to add a photo to this note as well so we'll go back to the attachment icon and choose one of the options there I'm going to attach a quick sketch I did in a penultimate app stabilizers have used the image attachment feature to the nth degree personally I've had advisors take photos of clients Advance sales literature and I even take a photo parking spaces at airport so I don't get lost on my return images can be a very useful way to communicate for anyone but particularly with advisor teams and potentially between advisors and clients now add Frozen tags to know so that we can find it later I'm glad an alert two- to send it to the team pulled out a note on the rest of our notes to look at it later we can go back to the site bar and she was one of the tags we had it more typing a keyword in the search bar here's the note gas can also be located by GPS if you tag them with the location finally sure your note by tapping the action icon at the top of the note in choosing a method of delivery business-related Communications this likely means email we have it we record a conference call while simultaneously taking notes attached to related image tags and all the keywords and set a reminder alert for us to share this important information with others in a unique way it's just one example of how you may be able to use this app for your practice more information about Evernote you can visit evernote.com brother practice management ideas for Delaware Investments please visit our website at Delaware Investments. Com / practice management and thank you for joining us

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