Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein


Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein PDF, ePub eBook D0wnl0ad
Revolutionize your financial advisory practice with the latest cutting-edge tools
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
From reader reviews:
Paula Jackson:
In this 21st century, people become competitive in every single way. By being competitive right now, people have do something to make these people survives, being in the middle of often the crowded place and notice simply by surrounding. One thing that occasionally many people have underestimated the item for a while is reading. Sure, by reading a guide your ability to survive improve then having chance to remain than other is high. In your case who want to start reading a book, we give you this particular Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours book as starter and daily reading reserve. Why, because this book is usually more than just a book.
Douglas Dossett:
Do you certainly one of people who can't read gratifying if the sentence chained from the straightway, hold on guys that aren't like that. This Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours book is readable through you who hate the perfect word style. You will find the info here are arrange for enjoyable reading experience without leaving perhaps decrease the knowledge that want to give to you. The writer of Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours content conveys the idea easily to understand by a lot of people. The printed and e-book are not different in the written content but it just different in the form of it. So , do you nevertheless thinking Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours is not loveable to be your top collection reading book?
Lucas Florio:
As a university student exactly feel bored in order to reading. If their teacher asked them to go to the library as well as to make summary for some publication, they are complained. Just little students that has reading's heart or real their leisure activity. They just do what the teacher want, like asked to the library. They go to generally there but nothing reading critically. Any students feel that examining is not important, boring as well as can't see colorful pictures on there. Yeah, it is being complicated. Book is very important for yourself. As we know that on this period of time, many ways to get whatever we really wish for. Likewise word says, ways to reach Chinese's country. So , this Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours can make you really feel more interested to read.

Read Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein for online ebook
Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein Free PDF d0wnl0ad, audio books, books to read, good books to read, cheap books, good books, online books, books online, book reviews epub, read books online, books to read online, online library, greatbooks to read, PDF best books to read, top books to read Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, Joel P. Bruckenstein books to read online.