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

Name: Technology Tools for Today's High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Availability: InStock
ISBN: 9781118434765

ISBN-10: 1118434765

ISBN-13: 9781118434765

Edition: 2nd 2013

Authors: David J. Drucker, Joel P. Bruckenstein, David J. Drucker

List price: $47.50

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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 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…

Book details

List price: $47.50
Edition: 2nd
Copyright year: 2013
Publisher: John Wiley & Sons, Limited
Publication date: 2/5/2013
Binding: Hardcover
Pages: 240
Size: 7.00" wide x 10.10" long x 1.00" tall
Weight: 1.606
Language: English



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