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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Julie Weiss
Omaha, US
★★★★★ 5
I Loved this book!!
Format: Hardcover
This was an excellent book. I used it for a Career Counseling course in Graduate School. I will use this book throughout the rest of my schooling. I will be able to use it as a study guide for my CPCE and NCE exam, as well as use it as a reference in my career as a school counselor. They have many useful appendices in the back of the book.
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Reviewed in the United States on November 18, 2017
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Nikki Drew
Charlottesville, US
★★★★★ 5
GREAT!
Format: Hardcover
I think this book did a great job of explaining the different models and theories of counseling psychology. It went in depth on many of the concepts and made for great learning.
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Reviewed in the United States on July 10, 2016
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Great item
Houston, US
★★★★★ 5
Career Counseling
Format: Hardcover
An excellent desk reference
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Reviewed in the United States on December 18, 2023
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Parzival Argueta
Dallas, US
★★★★★ 4
Awesome book to learn more about career counseling
Format: eTextbook
Going in I was scared because I read so many awful reviews for this book but I actually really enjoyed it. It is kinda dry so text to speech was my buddy. It made reading it so much easier
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Reviewed in the United States on June 20, 2019
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Katie Henson
Waukegan, US
★★★★★ 5
Grad School Purchase
Format: Hardcover
Got here so quickly! I had no problems whatsoever with the book, the book cover was just a little wrinkled, but I'm sure that's just from traveling. The book on the inside, the pages are clean and crisp. I will happily recommend them to other buyers! Thank you!!
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Reviewed in the United States on March 18, 2017

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