Technology tools for today's high-margin practice : (Record no. 11823)
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| fixed length control field | 06329cam a2200901 a 4500 |
| 001 - CONTROL NUMBER | |
| control field | ocn812081274 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | OCoLC |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20240523125535.0 |
| 006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS | |
| fixed length control field | m o d |
| 007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION | |
| fixed length control field | cr un|---uuuuu |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 121004s2013 nju o 001 0 eng |
| 010 ## - LIBRARY OF CONGRESS CONTROL NUMBER | |
| LC control number | 2012040765 |
| 040 ## - CATALOGING SOURCE | |
| Original cataloging agency | DLC |
| Language of cataloging | eng |
| Description conventions | pn |
| Transcribing agency | DLC |
| Modifying agency | YDX |
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| -- | YDXCP |
| -- | UIU |
| -- | OCLCF |
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| -- | RECBK |
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| -- | DG1 |
| -- | LIP |
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| 019 ## - | |
| -- | 864461015 |
| -- | 957742048 |
| -- | 958087347 |
| -- | 992928253 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118480533 |
| Qualifying information | (epub) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1118480538 |
| Qualifying information | (epub) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118480519 |
| Qualifying information | (pdf) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1118480511 |
| Qualifying information | (pdf) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118480557 |
| Qualifying information | (mobipocket) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1118480554 |
| Qualifying information | (mobipocket) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118641873 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 1118641876 |
| Qualifying information | (electronic bk.) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| Canceled/invalid ISBN | 9781118434765 |
| Qualifying information | (pbk.) |
| 028 01 - PUBLISHER OR DISTRIBUTOR NUMBER | |
| Publisher or distributor number | EB00056412 |
| Source | Recorded Books |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | AU@ |
| System control number | 000050086450 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | CHBIS |
| System control number | 010442181 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | DEBBG |
| System control number | BV041052650 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | DEBBG |
| System control number | BV043395098 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | DEBSZ |
| System control number | 428130224 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | GBVCP |
| System control number | 800222806 |
| 029 1# - OTHER SYSTEM CONTROL NUMBER (OCLC) | |
| OCLC library identifier | NZ1 |
| System control number | 15910816 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | (OCoLC)812081274 |
| Canceled/invalid control number | (OCoLC)864461015 |
| -- | (OCoLC)957742048 |
| -- | (OCoLC)958087347 |
| -- | (OCoLC)992928253 |
| 037 ## - SOURCE OF ACQUISITION | |
| Stock number | F9F1376F-C6B8-4721-8EB2-DF134509D51E |
| Source of stock number/acquisition | OverDrive, Inc. |
| Note | http://www.overdrive.com |
| 042 ## - AUTHENTICATION CODE | |
| Authentication code | pcc |
| 050 00 - LIBRARY OF CONGRESS CALL NUMBER | |
| Classification number | HG179.5 |
| 072 #7 - SUBJECT CATEGORY CODE | |
| Subject category code | BUS |
| Subject category code subdivision | 036000 |
| Source | bisacsh |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.6 |
| Edition number | 23 |
| 049 ## - LOCAL HOLDINGS (OCLC) | |
| Holding library | MAIN |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Drucker, David J., |
| Dates associated with a name | 1948- |
| 245 10 - TITLE STATEMENT | |
| Title | Technology tools for today's high-margin practice : |
| Remainder of title | how client-centered financial advisors can cut paperwork, overhead, and wasted hours / |
| Statement of responsibility, etc. | David J. Drucker and Joel P. Bruckenstein. |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. | |
| Place of publication, distribution, etc. | Hoboken, N.J. : |
| Name of publisher, distributor, etc. | Bloomerg Press, An Imprint of Wiley, |
| Date of publication, distribution, etc. | �2013. |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 1 online resource |
| 336 ## - CONTENT TYPE | |
| Content type term | text |
| Content type code | txt |
| Source | rdacontent |
| 337 ## - MEDIA TYPE | |
| Media type term | computer |
| Media type code | c |
| Source | rdamedia |
| 338 ## - CARRIER TYPE | |
| Carrier type term | online resource |
| Carrier type code | cr |
| Source | rdacarrier |
| 490 1# - SERIES STATEMENT | |
| Series statement | Bloomberg financial series |
| 500 ## - GENERAL NOTE | |
| General note | Includes index. |
| 588 0# - SOURCE OF DESCRIPTION NOTE | |
| Source of description note | Print version record and CIP data provided by publisher. |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc. | Your financial advisory practice with the latest cutting-edge 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 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. JanowskiChapter 2 The Future of Financial Planning Software, Bob CurtisChapter 3 The Future of Financial Planning Software and the New Client-Advisor 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 ROI-The Holy Grail of the Technology Purchase Decision, Timothy D. WelshChapter 14 Building an Efficient Workflow Management System, David L. Lawrence</p. |
| 590 ## - LOCAL NOTE (RLIN) | |
| Local note | John Wiley and Sons |
| Provenance (VM) [OBSOLETE] | Wiley Online Library: Complete oBooks |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Financial planners. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance, Personal |
| General subdivision | Computer network resources. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investment advisors. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investments |
| General subdivision | Data processing. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance |
| General subdivision | Technological innovations. |
| 650 #6 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Planificateurs financiers. |
| 650 #6 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Conseillers en placements. |
| 650 #6 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investissements |
| General subdivision | Informatique. |
| 650 #6 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finances |
| General subdivision | Innovations. |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | investment counsels. |
| Source of heading or term | aat |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | BUSINESS & ECONOMICS |
| General subdivision | Investments & Securities |
| -- | General. |
| Source of heading or term | bisacsh |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance, Personal |
| General subdivision | Computer network resources |
| Source of heading or term | fast |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance |
| General subdivision | Technological innovations |
| Source of heading or term | fast |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Financial planners |
| Source of heading or term | fast |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investment advisors |
| Source of heading or term | fast |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investments |
| General subdivision | Data processing |
| Source of heading or term | fast |
| 700 1# - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Bruckenstein, Joel P., |
| Dates associated with a name | 1956- |
| 758 ## - RESOURCE IDENTIFIER | |
| Relationship information | has work: |
| Label | Technology tools for today's high-margin practice (Text) |
| Real World Object URI | https://id.oclc.org/worldcat/entity/E39PCFMRP9m8gKBKvx4DRRbC43 |
| Relationship | https://id.oclc.org/worldcat/ontology/hasWork |
| 776 08 - ADDITIONAL PHYSICAL FORM ENTRY | |
| Relationship information | Print version: |
| Main entry heading | Drucker, David J., 1948- |
| Title | Technology tools for today's high-margin practice. |
| Place, publisher, and date of publication | Hoboken, N.J. : John Wiley & Sons, �2013 |
| International Standard Book Number | 9781118434765 |
| Record control number | (DLC) 2012038305 |
| 830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE | |
| Uniform title | Bloomberg financial series. |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="https://onlinelibrary.wiley.com/doi/book/10.1002/9781118641873">https://onlinelibrary.wiley.com/doi/book/10.1002/9781118641873</a> |
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