Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)
SKU: 96231898532

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)

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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help

Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more.

  • Perfect for successful practices seeking greater efficiencies and healthier profit margins
  • The authors are well-known financial advisors, each with more than 30 years of experience in financial services
  • Addresses the evolution of the virtual office and its impact on advisory firms 

If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. 

*Chapter 1 Selecting the Right CRM System, Davis D. Janowski

Chapter 2 The Future of Financial Planning Software, Bob Curtis

Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan

Chapter 4 Portfolio Management Software, Mike Kelly

Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo

Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski

Chapter 7 Managing Your Online Presence, Marie Swift

Chapter 8 Client Portals and Collaboration, Bill Winterberg

Chapter 9 The Cloud, J. D. Bruce

Chapter 10 Digital Signature Technology, Dan Skiles

Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich

Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman

Chapter 13 ROI―The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh

Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

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SKU: 96231898532

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The Art and Making of
Waukegan, US
★★★★★ 4
Another Great Entry In This Series!
Format: Hardcover
See video for review. (For a full flip through and in-depth review, follow the Youtube link on my Amazon profile).
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Reviewed in the United States on April 10, 2018
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Reverend Skull
Pawtucket, US
★★★★★ 3
for Simpson fans
Format: Hardcover
If you're a fan of the Simpsons' neighbor, this will certainly tickle your funnybone. Good old left-handed Ned tells and shows all, God bless him.
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Reviewer Dr. Beth
Bozeman, US
★★★★★ 5
Perfect holiday gift for the Simpsons fan in your life!
Format: Paperback
This slim little volume features everything you'd ever want to know about one of your favorite Simpsons characters, Homer. The book opens with a timeline reviewing all the significant milestones in Homer's life, from his childhood antics with friend Barney to many of the family trials which have been chronicled on the show. The various "Homer's Haunts" sections describe in detail some of Homer's most-visited sites, including the nuclear power plant and (of course) Mo's. Also featured are significant people in Homer's life, from his workplace friends and enemies to the people who have almost ruined his marriage (eg, Jacques, Mindy). You'll also get a review of his many, many jobs as well as countless food-related references (including "Things That Sound Like Food but Aren't"). Finally, the book begins and ends with Homer's Top 40 and his Bottom 40, respectively. A great stocking stuffer for any die-hard Simpsons fan!
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Reviewed in the United States on November 15, 2004
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shelljack24
Lowell, US
★★★★★ 5
Huge simpson fan
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I purchased for my nephew, and he loved it. Big simpsons fan. He knows everything about them.
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Tinker42285
Birmingham, US
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Great gift idea!
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I bought this as a gift for my husband for his birthday and he loves it! Great gift idea for a Simpsons fan!
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Reviewed in the United States on March 27, 2022

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