Download or read book Technology Tools for Today s High Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book Guerrilla Marketing for Financial Advisors written by Jay Conrad Levinson and published by Morgan James Publishing. This book was released on 2016-07-12 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical marketing guide offers inspiring examples and field-tested advice specifically designed for financial advisors. Guerrilla Marketing is different from traditional marketing. Instead of simply spending money on and hoping for the best, readers will discover how to invest time, energy and imagination into growing their business. Financial professionals will be able to grow their capacity by implementing key practice management processes including: Identify and attract better ideal clients to manage your growth effectively Gather more revenue and get more referrals by implementing proven processes Inspire clients to act quickly through articulating your ideal client experience and case studies Build key practice management processes to build ideal capacity such as feedback and your value proposition.
Download or read book Virtual Office Tools for a High Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2010-05-21 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.
Download or read book Virtual Office Tools for a High Margin Practice written by Joel P. Bruckenstein and published by . This book was released on 2010 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Virtual Office Tools for a High Margin Practice written by David J. Drucker and published by Bloomberg Press. This book was released on 2002-10-01 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.
Download or read book Ji xie gong cheng shi written by and published by . This book was released on 1914 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Mechanical Engineer written by William Henry Fowler and published by . This book was released on 1914 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Municipal and County Engineering written by and published by . This book was released on 1928 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Water Sewage Works written by and published by . This book was released on 1928 with total page 412 pages. Available in PDF, EPUB and Kindle. Book excerpt: Vols. 76 include Reference and data section for 1929 (1929- called Water works and sewerage data section)
Download or read book Municipal News Water Works written by and published by . This book was released on 1928 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Coach makers International Journal written by and published by . This book was released on 1910 with total page 882 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Manufacturing Industries written by and published by . This book was released on 1927 with total page 492 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Machinery written by Lester Gray French and published by . This book was released on 1917 with total page 1160 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Management Accountant written by and published by . This book was released on 2008 with total page 984 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Machinery written by Fred Herbert Colvin and published by . This book was released on 1917 with total page 1212 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Page s Engineering Weekly written by and published by . This book was released on 1914 with total page 894 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Morgan s British Trade Journal and Export Price Current written by and published by . This book was released on 1886 with total page 1118 pages. Available in PDF, EPUB and Kindle. Book excerpt: