{"product_id":"technology-tools-for-todays-high-margin-practice-how-client-centered-financial-advisors-can-cut-paperwork-overhead-and-wasted-hours-hardback-9781118434765","title":"Technology Tools for Today's High-Margin Practice; How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Hardback) 9781118434765","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eTechnology Tools for Today's High-Margin Practice\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eHow Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eDavid J. Drucker (Author), Joel P. Bruckenstein (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781118434765, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 5 February 2013\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e240 pages\u003cbr\u003e25.6 x 17.8 x 2.5 cm, 0.59 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cp\u003e\u003cb\u003eRevolutionize your financial advisory practice with the latest cutting-edge tools\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTired 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.\u003c\/p\u003e \u003cp\u003eThis 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003ePerfect for successful practices seeking greater efficiencies and healthier profit margins\u003c\/li\u003e \u003cli\u003eThe authors are well-known financial advisors, each with more than 30 years of experience in financial services\u003c\/li\u003e \u003cli\u003eAddresses the evolution of the virtual office and its impact on advisory firms \u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eIf 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. \u003c\/p\u003e \u003cp\u003e*Chapter 1 Selecting the Right CRM System, Davis D. Janowski\u003c\/p\u003e \u003cp\u003eChapter 2 The Future of Financial Planning Software, Bob Curtis\u003c\/p\u003e \u003cp\u003eChapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan\u003c\/p\u003e \u003cp\u003eChapter 4 Portfolio Management Software, Mike Kelly\u003c\/p\u003e \u003cp\u003eChapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo\u003c\/p\u003e \u003cp\u003eChapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski\u003c\/p\u003e \u003cp\u003eChapter 7 Managing Your Online Presence, Marie Swift\u003c\/p\u003e \u003cp\u003eChapter 8 Client Portals and Collaboration, Bill Winterberg\u003c\/p\u003e \u003cp\u003eChapter 9 The Cloud, J. D. Bruce\u003c\/p\u003e \u003cp\u003eChapter 10 Digital Signature Technology, Dan Skiles\u003c\/p\u003e \u003cp\u003eChapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich\u003c\/p\u003e \u003cp\u003eChapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman\u003c\/p\u003e \u003cp\u003eChapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh\u003c\/p\u003e \u003cp\u003eChapter 14 Building an Efficient Workflow Management System, David L. Lawrence\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eIntroduction 1\u003cbr\u003e\u003ci\u003eDavid Drucker\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 1 Selecting the Right CRM System 5\u003cbr\u003e\u003ci\u003eDavis D. Janowski\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 2 The Future of Financial Planning Software 17\u003cbr\u003e\u003ci\u003eRobert D. Curtis\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship 27\u003cbr\u003e\u003ci\u003eLinda Strachan, Kory Wells\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 4 Portfolio Management Software 37\u003cbr\u003e\u003ci\u003eMike Kelly\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 5 Achieving Growth and Profitability with Technology Integration 47\u003cbr\u003e\u003ci\u003eJon Patullo\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 6 How the World Wide Web Impacts the Financial Advisor 61\u003cbr\u003e\u003ci\u003eBart Wisniowski, Jason Lindstrom\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 7 Managing Your Online Presence 73\u003cbr\u003e\u003ci\u003eMarie Swift\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 8 Client Portals and Collaboration 93\u003cbr\u003e\u003ci\u003eBill Winterberg\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 9 The Cloud 107\u003cbr\u003e\u003ci\u003eJ. D. Bruce\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 10 Digital Signature Technology 129\u003cbr\u003e\u003ci\u003eDan Skiles\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms 139\u003cbr\u003e\u003ci\u003eLouis P. Stanasolovich, Christopher J. Kail, Sherri M. Slafka, Daniel D. Kleck\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability 159\u003cbr\u003e\u003ci\u003eJennifer Goldman\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 13 ROI—The Holy Grail of the Technology Purchase Decision 173\u003cbr\u003e\u003ci\u003eTimothy D. Welsh\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eChapter 14 Building an Efficient Workflow Management System 187\u003cbr\u003e\u003ci\u003eDavid L. Lawrence\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eEpilogue Advisor Technology: Yesterday, Today, and Tomorrow 197\u003cbr\u003e\u003ci\u003eJoel P. Bruckenstein\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eAbout the Authors 205\u003c\/p\u003e \u003cp\u003eAbout the Contributors 207\u003c\/p\u003e \u003cp\u003eIndex 219\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Business \u0026amp; management [\u003ca title=\"See our other books on Business \u0026amp; management\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Business%20\u0026amp;%20management%20%5BKJ%5D%22\"\u003eKJ\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Bloomberg Press","offers":[{"title":"Brand New","offer_id":52417774256408,"sku":"9781118434765","price":29.86,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781118434765.jpg?v=1784508046","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/technology-tools-for-todays-high-margin-practice-how-client-centered-financial-advisors-can-cut-paperwork-overhead-and-wasted-hours-hardback-9781118434765","provider":"Freshly Printed Books","version":"1.0","type":"link"}