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)

Sale price$1710.00 Regular price$1900.00
Save 10%

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Jul 7 - Jul 12

Promo Codes Available:

For Your Every Summer RSVP, with Code: SUMMER15

Description

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

Shipping Notes
  • Free Standard Shipping on $100+ Orders to the USA.
  • Except Preorder products are shipped in 48 hours.
  • Delivery to the USA:
  1. Standard Shipping : 3-10 business days
  • If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 96231898532

Discover Niche Categories That Outsell

Top-Converting Item to Boost Your Average Order

4.1 ★★★★★
Based on 969 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
T
Verified Purchase
TenfinityFilms
Whiting, US
★★★★★ 5
Daily Inspiration ... as if God is talking to me & just what I need
Format: Kindle
I love this book... it is a daily devotional and I can't say how often it is just spot on regarding what I need to hear at the moment.... I have a few daily meditation and inspiration books that I read ... and it seems what is written for the specific day is just exactly what I needed to hear or be encouraged by. If you just want to know how much God loves you ... and if you feel He never 'talks' to you... this book might be an encouragement to you that truly, God loves you beyond what you can comprehend .. and YES He talks to you ... and probably more than you are aware ... this book just makes that reality quite literal on many days... Enjoy the journey.... God loves you with an incredible never-ending, unconditioanl love and He really does speak specifically to us today....
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on July 9, 2013
R
Verified Purchase
Reggie
Dallas, US
★★★★★ 5
Book Reivew
Format: Paperback
Ok, I'm impressed with the book and how each day speaks to me. I've gone through the year and using it again this year. So its not a one time book, God uses every day to reveal to me what he wants me to see and hear. Every Christian should have this book!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 20, 2024
S
Verified Purchase
Steve Perkins
Boise, US
★★★★★ 5
Inspirational
Format: Kindle
This book has been a daily inspiration all through this past year. Keeping it fresh and thought provoking. I really enjoyed the fresh words each day.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 31, 2025
K
Verified Purchase
Karen Marable
Pawtucket, US
★★★★★ 5
Daily prophecy
Format: Paperback
Loved this book and author
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on October 12, 2025
E
Verified Purchase
Educator
Chelsea, US
★★★★★ 5
Outstanding
Format: Kindle
The daily readings applied to my daily life repeatedly and brought encouragement, peace, and a renewed sense of the will and presence of God. I highly recommend giving this book as a gift to family and friends.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 4, 2023

recommand products