Technology Tools for Today's High-Margin Practice

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