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How to transform and streamline your practice and achieve bold new levels of efficiency, service, and profitability
Sick and tired of spending more time wrangling paperwork and managing your office than serving clients? Is overhead eating up your profit margins? Don't sweat it: This book has the answers to your problems.
This much anticipated update of the book that has become the financial advisor's technology bible delivers the technologies, workarounds, and procedural efficiencies you need to drastically reduce your paperwork, slash your overhead, and find anything you need in seconds—while growing your business, building your brand, and boosting your profits.
Featuring contributions from an all-star team of experts that's a virtual "Who's Who of Technology for Financial Advisors", this book gives you what you need to know to take your practice to a bold new level of professionalism and efficiency. You'll find:
In today's shaky economic environment, the rule for financial advisors is "evolve or perish." Arming you with cutting-edge strategies and tools for evolving your practice and dramatically increasing your efficiency, customer service, and profitability, Technology Tools for Today's High-Margin Practice holds the key to your professional survival.
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Buchbeschreibung Zustand: New. Brand New! Not Overstocks or Low Quality Book Club Editions! Direct From the Publisher! We're not a giant, faceless warehouse organization! We're a small town bookstore that loves books and loves it's customers! Buy from Lakeside Books!. Bestandsnummer des Verkäufers OTF-S-9781118434765
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Buchbeschreibung Hardback or Cased Book. Zustand: New. Technology Tools (Bloom Fin) 1.2. Book. Bestandsnummer des Verkäufers BBS-9781118434765
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Buchbeschreibung Hardcover. Zustand: new. This item is printed on demand. Bestandsnummer des Verkäufers 9781118434765
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Buchbeschreibung hardcover. Zustand: new. 2. Revolutionize your financial advisory practice with the latest cuttingedge toolsTired 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 todays 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 softwareThis revised edition includes new information on SaaS and cloud computing software integrations mobile devicesapps 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 wellknown 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 firmsIf youre looking for new systems and efficiencies to transform and streamline your private practice look no further than Technology Tools for Todays HighMargin PracticeChapter 1 Selecting the Right CRM System Davis D JanowskiChapter 2 The Future of Financial Planning Software Bob CurtisChapter 3 The Future of Financial Planning Software and the New ClientAdvisor Relationship Linda StrachanChapter 4 Portfolio Management Software Mike KellyChapter 5 Achieving Growth and Profitability with Technology Integration Jon PatulloChapter 6 How the World Wide Web Impacts the Financial Advisor Bart WisniowskiChapter 7 Managing Your Online Presence Marie SwiftChapter 8 Client Portals and Collaboration Bill WinterbergChapter 9 The Cloud J D BruceChapter 10 Digital Signature Technology Dan SkilesChapter 11 Innovative Software and Technologies Implemented at One of the United States Leading Advisory Firms Louis P StanasolovichChapter 12 Virtual Staff Sparks Growth Profitability and Scalability Jennifer GoldmanChapter 13 ROIThe Holy Grail of the Technology Purchase Decision Timothy D WelshChapter 14 Building an Efficient Workflow Management System David L Lawrence. Bestandsnummer des Verkäufers DADAX1118434765
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