{"product_id":"9781118434765","title":"Technology Tools for Today's High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours","description":"\u003ch3\u003eBloomberg Financial\u003c\/h3\u003e\u003ch1\u003eTechnology Tools for Today's High-Margin Practice\u003c\/h1\u003e\u003ch2\u003eHow Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours\u003c\/h2\u003e\u003ch3\u003eDavid J. Drucker | Joel P. Bruckenstein\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Finance \/ General\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003e\n\u003cp\u003e\u003cb\u003eRevolutionize your financial advisory practice with the latest cutting-edge tools\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTired 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.\u003c\/p\u003e \u003cp\u003eThis 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003ePerfect for successful practices seeking greater efficiencies and healthier profit margins\u003c\/li\u003e \u003cli\u003eThe authors are well-known financial advisors, each with more than 30 years of experience in financial services\u003c\/li\u003e \u003cli\u003eAddresses the evolution of the virtual office and its impact on advisory firms \u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eIf 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. \u003c\/p\u003e \u003cp\u003e*Chapter 1 Selecting the Right CRM System, Davis D. Janowski\u003c\/p\u003e \u003cp\u003eChapter 2 The Future of Financial Planning Software, Bob Curtis\u003c\/p\u003e \u003cp\u003eChapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan\u003c\/p\u003e \u003cp\u003eChapter 4 Portfolio Management Software, Mike Kelly\u003c\/p\u003e \u003cp\u003eChapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo\u003c\/p\u003e \u003cp\u003eChapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski\u003c\/p\u003e \u003cp\u003eChapter 7 Managing Your Online Presence, Marie Swift\u003c\/p\u003e \u003cp\u003eChapter 8 Client Portals and Collaboration, Bill Winterberg\u003c\/p\u003e \u003cp\u003eChapter 9 The Cloud, J. D. Bruce\u003c\/p\u003e \u003cp\u003eChapter 10 Digital Signature Technology, Dan Skiles\u003c\/p\u003e \u003cp\u003eChapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich\u003c\/p\u003e \u003cp\u003eChapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman\u003c\/p\u003e \u003cp\u003eChapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh\u003c\/p\u003e \u003cp\u003eChapter 14 Building an Efficient Workflow Management System, David L. Lawrence\u003c\/p\u003e\n\u003c\/div\u003e\u003cdiv\u003e  \u003cp\u003e\u003cb\u003eDavid J. Drucker, MBA, CFP\u003csup\u003e®\u003c\/sup\u003e,\u003c\/b\u003e has more than thirty years of experience in the financial services industry. He is the coauthor of \u003ci\u003eTools and Techniques of Practice Management\u003c\/i\u003e and \u003ci\u003eVirtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours\u003c\/i\u003e (Bloomberg Press, 2002). He is also editor of the monthly newsletter \u003ci\u003eTechnology Tools for Today\u003c\/i\u003e (T3) and cofounder of the Annual T3 Technology Conference for financial advisors. David started his own advisory firm in the Washington, DC area in 1981 and continues to manage the financial affairs of a limited number of high-net worth clients. \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eJoel P. Bruckenstein, CFP\u003csup\u003e®\u003c\/sup\u003e,\u003c\/b\u003e is an internationally renowned expert in the field of applied technology for financial service professionals. In addition to serving as the publisher of the \u003ci\u003eTechnology Tools for Today\u003c\/i\u003e (T3) newsletter, Joel is a technology columnist for \u003ci\u003eFinancial Planning\u003c\/i\u003e magazine and \u003ci\u003eFinancial Advisor\u003c\/i\u003e magazine. Joel is the coauthor of \u003ci\u003eTools and Techniques of Practice Management\u003c\/i\u003e and \u003ci\u003eVirtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours\u003c\/i\u003e (Bloomberg Press, 2002). He is also the cofounder of the Annual T3 Technology Conference for financial advisors. Further information about Joel and T3 can be found at www.technologytoolsfortoday.com. \u003c\/p\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e29 January 2013\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eBloomberg Press\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9781118434765\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e240\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e20.8\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44380600991884,"sku":"9781118434765","price":54.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9781118434765_237ffa83-5c9d-4ad0-98ce-cdd2a39d32ca.jpg?v=1780235509","url":"https:\/\/lateknightbooks.com\/products\/9781118434765","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}