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008 121004s2013 nju o 001 0 eng
010 _a 2012040765
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019 _a864461015
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020 _a9781118480533
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020 _a1118480538
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020 _a1118480554
_q(mobipocket)
020 _a9781118641873
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020 _a1118641876
_q(electronic bk.)
020 _z9781118434765
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050 0 0 _aHG179.5
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082 0 0 _a332.6
_223
049 _aMAIN
100 1 _aDrucker, David J.,
_d1948-
245 1 0 _aTechnology tools for today's high-margin practice :
_bhow client-centered financial advisors can cut paperwork, overhead, and wasted hours /
_cDavid J. Drucker and Joel P. Bruckenstein.
260 _aHoboken, N.J. :
_bBloomerg Press, An Imprint of Wiley,
_c�2013.
300 _a1 online resource
336 _atext
_btxt
_2rdacontent
337 _acomputer
_bc
_2rdamedia
338 _aonline resource
_bcr
_2rdacarrier
490 1 _aBloomberg financial series
500 _aIncludes index.
588 0 _aPrint version record and CIP data provided by publisher.
520 _aYour 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 _aJohn Wiley and Sons
_bWiley Online Library: Complete oBooks
650 0 _aFinancial planners.
650 0 _aFinance, Personal
_xComputer network resources.
650 0 _aInvestment advisors.
650 0 _aInvestments
_xData processing.
650 0 _aFinance
_xTechnological innovations.
650 6 _aPlanificateurs financiers.
650 6 _aConseillers en placements.
650 6 _aInvestissements
_xInformatique.
650 6 _aFinances
_xInnovations.
650 7 _ainvestment counsels.
_2aat
650 7 _aBUSINESS & ECONOMICS
_xInvestments & Securities
_xGeneral.
_2bisacsh
650 7 _aFinance, Personal
_xComputer network resources
_2fast
650 7 _aFinance
_xTechnological innovations
_2fast
650 7 _aFinancial planners
_2fast
650 7 _aInvestment advisors
_2fast
650 7 _aInvestments
_xData processing
_2fast
700 1 _aBruckenstein, Joel P.,
_d1956-
758 _ihas work:
_aTechnology tools for today's high-margin practice (Text)
_1https://id.oclc.org/worldcat/entity/E39PCFMRP9m8gKBKvx4DRRbC43
_4https://id.oclc.org/worldcat/ontology/hasWork
776 0 8 _iPrint version:
_aDrucker, David J., 1948-
_tTechnology tools for today's high-margin practice.
_dHoboken, N.J. : John Wiley & Sons, �2013
_z9781118434765
_w(DLC) 2012038305
830 0 _aBloomberg financial series.
856 4 0 _uhttps://onlinelibrary.wiley.com/doi/book/10.1002/9781118641873
938 _aAskews and Holts Library Services
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938 _aEBSCOhost
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938 _aRecorded Books, LLC
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