Adam Van Wie, chief operating officer of Van Wie Financial, said that in combination with an iPad Pro and Apple Pencil, OneNote lets him take notes in a client meeting right on the screen. Notes are stored in the cloud and automatically synced with a CRM. “This is the best way I have found to capture all client interactions in detail, and it is always easy to go back and check the notes at a later date,” Mr. Van Wie said.
Adam Van Wie Quoted In Investment News Magazine
Categories : MediaJanuary 3, 2018
Related PostsSee All Posts
Adam Van Wie Quoted in CBSNEWS.com Article
August 1, 2023
See the link to check out the CBS News article on “Tips for Maximizing You Savings“! Our very own Adam Van Wie is quoted in the article.
Adam Van Wie: Fee-Only Planning Done Right
July 24, 2023
Adam was recently featured on Stan The Annuity Man’s podcast! Click the link above to check it out!