Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)
SKU: 96231898532

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)

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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)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

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

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SKU: 96231898532

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luvAmazon?
Louisville, US
★★★★★ 5
High quality, durable, loved by my chewer *
Size: Medium (Pack of 1), Style: Stick Medium
Excellent chew bone Toy for aggressive chewer. I've purchased this same brand bone/ Toy for several years. One lasts at least 1-2 years ( if it doesn't get run over by a lawn mower). Lol. I usually pay $8-$9 for one in retail stores. This is an excellent price at $6. Squeaker stops after a few months but my Field Spaniel dog is deaf now anyway! He loves chewing on this for his gums and when people are gathered in the same room he just starts chewing and enjoying himself in the midst of fellowship.
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Reviewed in the United States on October 31, 2024
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Tiffany
Louisville, US
★★★★★ 1
Not for aggressive chewers
Size: Large (Pack of 1), Style: Stick Large, Size: Large (Pack of 1), Style: Stick Large
I got this for my 95lb lab who is an aggressive chewer thinking that it looked durable and would last a while. He tore it apart within an hour and I had to throw it away.
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Reviewed in the United States on April 14, 2026
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Bozeman, US
★★★★★ 3
Felt durable but it couldn’t hold up
Size: Large (Pack of 1), Style: Stick Large, Size: Large (Pack of 1), Style: Stick Large
I really thought my pet wouldn’t be able to destroy it but it’s in tiny pieces in the trash now. we played together and she was gentle I guess because she didn’t bite or tug hard at all I left her alone with it like I’ve done before but this time she broke it down in chunks. Did not have this toy for more then 24 hours.
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Reviewed in the United States on January 20, 2025
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ELM
New York, US
★★★★★ 5
Can be tossed around indoors
Size: Large (Pack of 1), Style: Stick Large
Flexible stick toy. Dogs enjoy carrying it around. Squeaks. We have had one for years. It is still in great shape but bought 2 more as I have 3 dogs and all enjoy them. I can toss this in the house.
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Reviewed in the United States on May 18, 2026
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Christyanne748
Battle Creek, US
★★★★★ 5
Great fun & strong!!!
Size: Large (Pack of 1), Style: Stick Large
These are the best sticks ever! Our dogs chew and slobber all over these for sometimes an hour at a time. They like the “give” texture when they chew it. Imagine an indestructible, gummy bear! Because of their softness, they don’t end up with sharp edges or texture, although they are sturdy, and very durable. We have had these for our two dogs for close to a month now and it is their go to indoor to stick. The gentle squeak is not loud and obnoxious, but a playful sound that has them coming back for more with each chomp! If you love your dogs, this is the cheese stick for them. He’s also make an excellent fetch stick as they can go inside or outside. They wash off easily with water. This is a great investment, especially if you’ve been wasting your money replacing toys for strong jawed dogs!
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Reviewed in the United States on March 22, 2023

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