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
Content:
Chapter 1 Selecting the Right CRM System (pages 5–15): Davis D. Janowski
Chapter 2 The Future of Financial Planning Software (pages 17–25): Robert D. Curtis
Chapter 3 The Future of Financial Planning Software and the New Client?Advisor Relationship (pages 27–36): Linda Strachan and Kory Wells
Chapter 4 Portfolio Management Software (pages 37–46): Mike Kelly
Chapter 5 Achieving Growth and Profitability with Technology Integration (pages 47–59): Jon Patullo
Chapter 6 How the World Wide Web Impacts the Financial Advisor (pages 61–71): Bart Wisniowski and Jason Lindstrom
Chapter 7 Managing Your Online Presence (pages 73–91): Marie Swift
Chapter 8 Client Portals and Collaboration (pages 93–105): Bill Winterberg
Chapter 9 The Cloud (pages 107–128): J. D. Bruce
Chapter 10 Digital Signature Technology (pages 129–138): Dan Skiles
Chapter 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms (pages 139–158): Louis P. Stanasolovich, Christopher J. Kail, Sherri M. Slafka and Daniel D. Kleck
Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability (pages 159–171): Jennifer Goldman
Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision (pages 173–185): Timothy D. Welsh
Chapter 14 Building an Efficient Workflow Management System (pages 187–195): David L. Lawrence

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Technology Tools for Todays HighMargin Practice

Bloomberg Financial

David J. Drucker; Joel P. Bruckenstein

PdfCompressor 3.1.34

4<8=8AB@0B>@

Bloomerg Press, An Imprint of Wiley

Wiley & Sons, Incorporated, John

John Wiley & Sons, Incorporated

Wiley & Sons, Limited, John

Bloomberg financial series, 2nd ed, Hoboken, N.J, ©2013

Bloomberg financial series, 2nd ed, Hoboken, N.J, c2013

John Wiley & Sons, Inc. (trade), Hoboken, N.J., 2013

Bloomberg financial series, Hoboken, N.J, Ü2013

Bloomberg Financial, 2nd ed, Hoboken, 2012

United States, United States of America

2, 2012-12-21

2012 dec 17

2, PS, 2013

lg1002569

producers:
CVISION Technologies

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Memory of the World Librarian: Quintus

<p>Revolutionize your financial advisory practice with the latest cutting-edge tools<br></p><p>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.<br></p><p>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.<br></p><ul> <li>Perfect for successful practices seeking greater efficiencies and healthier profit margins </li> <li>The authors are well-known financial advisors, each with more than 30 years of experience in financial services </li> <li>Addresses the evolution of the virtual office and its impact on advisory firms </li></ul><p>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.<br></p><p>*Chapter 1 Selecting the Right CRM System, Davis D. Janowski<br></p><p>Chapter 2 The Future of Financial Planning Software, Bob Curtis<br></p><p>Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan<br></p><p>Chapter 4 Portfolio Management Software, Mike Kelly<br></p><p>Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo<br></p><p>Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski<br></p><p>Chapter 7 Managing Your Online Presence, Marie Swift<br></p><p>Chapter 8 Client Portals and Collaboration, Bill Winterberg<br></p><p>Chapter 9 The Cloud, J. D. Bruce<br></p><p>Chapter 10 Digital Signature Technology, Dan Skiles<br></p><p>Chapter 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms, Louis P. Stanasolovich<br></p><p>Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman<br></p><p>Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh<br></p><p>Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence<br></p>

<p>Praise for <i>Technology Tools for Today's High-Margin Practice</i></p>
<p>"Drucker and Bruckenstein have brought together the industry's top tech minds to create a road map for advisors looking to achieve scale and profitability through better use of technology. Dave and Joel have the exceptional ability to see the 'bigger picture' and provide a fresh perspective on how advisors can maximize their technology investments."<br>
<b>—Tom Nally,</b> President, TD Ameritrade Institutional Board of Trustees, Foundation for Financial Planning</p>
<p>"Backed by their years of experience, David Drucker, Joel Bruckenstein 'and friends' share their valuable hard-learned lessons and unique insights in this great book for financial advisors who want to use proven technology solutions for doing well by their clients so that they, as advisors, do exceptionally well. This book is an excellent resource for any advisor focused on running an efficient and profitable business."<br>
<b>—John J. Bowen,</b> founder and CEO, CEG Worldwide, LLC; columnist, <i>Financial Planning</i> magazine</p>
<p>"<i>Technology Tools</i> is an invaluable addition to your practice. Buy it! Read it! Implement it! Profit!!"<br>
<b>—Harold Evensky, CFP®, AIF®,</b> President, Evensky &amp; Katz Wealth Management</p>
<p>"Like many others, for years I have relied upon Dave and Joel for timely, relevant and practical advice on the ever-changing world of useful technology for financial planners. The 2013 edition of <i>Virtual-Office Tools for a High-Margin Practice</i> delivers like no other before it by assembling the perspectives of several experts. I became more productive almost instantly just from reading Bill Winterberg's chapter on collaboration tools. Any practitioner contemplating their next technology choices would be well served by getting a copy of this book."<br>
<b>—Dan Moisand, CFP®,</b> Principal and Senior Financial Advisor, Moisand Fitzgerald Tamayo, LLC and former Chairman, Financial Planning Association (FPA)</p>
<p>"<i>Technology Tools for Today's High-Margin Practice</i> is an excellent reference book for any firm looking to improve its operations and margins. David and Joel have assembled some of the most knowledgeable people in our industry on a broad range of technology and operational topics. The format of the book is easy to read and the coverage of each topic is extensive. This book is a must-have reference for firms of all sizes."<br>
<b>—Charles Goldman, CFP®,</b> cofounder, Advizent; board member, CFP® Board of Standards; board member, Personal Capital</p>

2013-08-01