Technology Tools for Today's High-Margin Practice  How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours Cover

Technology Tools for Today’s High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

ISBN/ASIN: 9781118434765,9781118641873 | 2013 | English | pdf | 225/225 pages | 2.35 Mb

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 marginsThe authors are well-known financial advisors, each with more than 30 years of experience in financial servicesAddresses 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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