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

ISBN-10: 1118434765
ISBN-13: 9781118434765
Edition: 2nd 2013
List price: $42.50 Buy it from $24.94
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Description: With the evolution of the virtual office idea has come an evolution in the software and systems now being used by the industry. Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted  More...

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Book details

List price: $42.50
Edition: 2nd
Copyright year: 2013
Publisher: John Wiley & Sons, Limited
Publication date: 2/6/2013
Binding: Hardcover
Pages: 227
Size: 7.50" wide x 10.25" long x 1.25" tall
Weight: 1.518
Language: English

With the evolution of the virtual office idea has come an evolution in the software and systems now being used by the industry. Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours 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.This revised edition will include new information on SaaS and Cloud Computing, rebalancing systems, custodial tech platforms, software integrations, mobile devices/apps, social media tools, portfolio stress-testing software, portfolio accounting outsourcing, collaborative tools, file share and client vaults, digital signatures, running on Macs, security and the "virtual desktop."

Peter F. Drucker has been Clarke Professor of Social Science and Management at Claremont Graduate School in California since 1971.

Introduction
Selecting the Right CRM System
The Future of Financial Planning Software
The Future of Financial Planning Software and the New Client-Advisor Relationship
Portfolio Management Software
Achieving Growth and Profitability with Technology Integration
How the World Wide Web Impacts the Financial Advisor
Managing Your Online Presence
Client Portals and Collaboration
The Cloud
Digital Signature Technology
Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms
Virtual Staff Sparks Growth, Profitability, and Scalability
ROI-The Holy Grail of the Technology Purchase Decision
Building an Efficient Workflow Management System
Epilogue: Advisor Technology: Yesterday, Today, and Tomorrow
About the Authors
About the Contributors
Index

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