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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Fort Morgan, US
★★★★★ 3
Got sent a used wallet
Color: Embossed Leather - Tan, Color: Embossed Leather - Tan
Open up package and wallet came out scratched and then their was a crack on the ID window. A little tiny then what I expect but all the credit cards well.
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Ebomb
Boise, US
★★★★★ 4
Card holder yes, 'wallet' not so much, and it has a 'weathered' look as shown in their pictures.
Color: Multi
This little card holder feels pretty tough, and the card slots are tight. I could fit 5 cards into it--4 in the outside slots and 1 in the pocket in the middle. I was hoping that I could use it as a wallet and not just a card holder, but the pocket in the middle is very tight just like the other 4 slots on the outside, and you CAN stuff money in there but it's not very convenient to get it out. Thier claim of "...providing efficient organization and easy access to all your essential cards and cash" is a bit of a stretch, because if you have cards in the 4 outer slots the middle pocket becomes very tight, and not convenient or enjoyable to put cash in and harder to get it out. I got the striped multicolor version, and it looks really nice and cool, though they might have described it as 'vintage' or having a 'worn' look, as it sort of seems like it's been weathered or used. You can see this for yourself in the pictures they provide on the product page--there are those little white spots on it, as if it is old and worn. Still looks cool but I thought I would mention it, so you know what you are getting. I gave it only 4 Stars mainly because I was hoping it could be used better as a wallet and not just a card holder, and the middle pocket is a bit too tight for it to function that way in my opinion, but also because of its 'worn' look, as I was expecting it to look more 'brand new' and not so weathered.
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Battle Creek, US
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Leather
Color: Embossed Leather - Tan
Looks great
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Port Orchard, US
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Sleek!
Color: Embossed Leather - Tan
Love the weathered and sleek look!
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Massapequa, US
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Size: 6, Color: Tan Leopard
The shoes arrived on time. They are just as pictured. Good quality and very comfortable. They are also true to size.
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