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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Brian Halley
Dallas, US
★★★★★ 5
Wow, informative must for career path
Format: Paperback, Format: Paperback
Great resource for any student, young or old. Solid advice and support continues with bonuses after you read with links and resources. Even some one on one with the author, worth much more than the initial cost of the book. Very informative and uplifting. The author wants to make your career choice path easier. A must have for college bound students. It’s like finding a treasure map to all the right ideas! Front to back a super read. I purchased the physical copy and plan to share it with a high school student.
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Reviewed in the United States on April 26, 2022
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Mark
New York, US
★★★★★ 5
Great food for thought!
Format: Kindle
What a great resource for young people tackling the seemingly impossible task of figuring out what they want to do with their lives. Facing this challenge can be overwhelming, but this book offers practical advice and insight to navigate these uncharted waters.
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Reviewed in the United States on May 2, 2022
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Darrin
New York, US
★★★★★ 3
Incomplete
Format: Paperback
Incomplete- overall has some good content, but missing networking, informational interviews.
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Reviewed in the United States on June 3, 2026
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N. Campbell
Dallas, US
★★★★★ 5
Useful / current info for high school thru college
Format: Paperback
Really great book. Highly recommend. Just read it and passed along to my son who is entering junior year in college. Everything in the book still applies to college students as well. Useful QR codes throughout book.
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Reviewed in the United States on August 6, 2022
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Anonymous
Port Orchard, US
★★★★★ 5
very informative
Format: Paperback
Very good information for anyone. Not just for new college students.
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Reviewed in the United States on March 6, 2023

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