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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Description

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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4.3 ★★★★★
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M
Me
Battle Creek, US
★★★★★ 5
A long, HONEST & detail filled review (with usage tips) from a skincare junkie.
These cartridges arrived super fast (with enough time to spare for a quick face sesh before the holidays!). The lot of 12 was packed in a cellophane/paper bag (the basic, unlabeled sterilization bags) that was sealed shut. The cartridges themselves are all separately packaged (in smaller plastic/paper sterilization bags), each one was properly sealed shut, ensuring sterilization. The individual bags have an illustration of the cartridge and are labeled as “36 NEEDLE” . There are photos of and all the different size needle patterns as well. Each package contains a proper lot #, manufacture date (10/10/25) and expiration date (10/09/2028) along with the info that the disposable tips were sterilized with non-pyrogen EO Gas. Not a single package was damaged or open and all contained the proper cartridge inside. I was VERY happy when I removed one of the cartridges and saw that it (they all) have the protective cap/cover inside the tube/over the needles. Not only is that more sanitary and keeps the needles protected in the event the spring is pushed, but it's also a dead giveaway for spotting bad/bootleg cartridges (as they typically don't come with the cap). While these might not be brand name, they definitely aren't bootleg quality! These are nearly identical to the cartridges I order directly from Dr. Pen. They are the same size and shape, with the color of the plastic tubing being the only slight difference. The 36 needle pattern is legit, with the long row of 10 needles in the center, a row above and below that with 8 needles and the rows on the top and bottom containing 5 needles each. They are perfectly spaced and staggered. The cartridges fit my M7S perfect- nice and snug with no wiggling or looseness. The silicone membrane keeps your pen clean and hygienic and the spring system provides smooth, continuous movement without the needles getting stuck or punching jerky. The needles themselves are very fine and they are nice and sharp. I am extremely sensitive to anything other than medical grade stainless or titanium (I know immediately when I'm using something that's not that!) and I haven't had a single issue with these. Considering 10 brand name cartridges are $40, getting 12 of these that look and function almost identically for $25 is a steal. With no minimum spend for shipping and quick arrival time, I know I'll be buying these again! ⭐️TIPS FOR USING THE 36 NEEDLE CARTRIDGES⭐️ These cartridges are perfect for wrinkles and fine lines, large pores, pigmentation, increasing firmness as well as hydration (after using these, your products sink deep down in the skin- quick. It's great!). *For lines and wrinkles on the face and neck, you want a depth of 1.5 - 2.0mm (with a max of 1.5 for the glabellar lines or the 11's). For wrinkles around the lips, 0.5 - 1.5mm *If you are working on your pores, 0.5 - 1.0mm depth *Uneven pigmentation, 0.5 - 1.5mm depth and 1.0 - 2.0mm depth for sun spots specifically. *For firmer, tighter skin and skin laxity, 1.5 - 2.0mm These are just some general depth guidelines I use with these cartridges. I am not an aesthetician, but I am a total skincare junkie that has been microneedling myself for the past 15 years. As always, do your own research, especially because different areas around the face may require a shallower depth. If you are uncomfortable, then adjust the depth for your comfort. Finally, remember to clean your skin, hands and pen throughly before microneedling and work in a clean environment too. You don't want to introduce any bacteria or germs 2mm down (or even .5mm down) in your dermis. Also, these are single use cartridges and they are very affordable, so don't try to clean and reuse them (that's just asking for trouble!) Instead, toss and replace!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 23, 2025
I
Verified Purchase
Iviana Beauty
West Palm Beach, US
★★★★★ 1
No es para Dr Pen M8
No le sirve al Dr Pen M8
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 19, 2026
C
Customer review
Pawtucket, US
★★★★★ 5
For larger size areas
Top quality with stainless steel material. Using 36 pins which sturdy pins. It fits well on M8 and easy to use. Because of the size it works a bit tougher/ harder providing deeper penetration. Because of the amount of pins these are for larger sized areas leaving this more for moderate to experts to be able to use this efficiently and effectively. Good value for the money
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 13, 2026
E
Esbe Hennessy
Pawtucket, US
★★★★★ 5
Works just as well as the OG, but for much less
This is a perfect and less costly way to get microneedling cartridges for my Dr. Pen M8. They fit perfectly and work just as well. They come with all kinds of precautions taken to keep them sterile, which is very important with something meant to reach down into your skin. The pins are just like the originals and honestly I can't feel any difference when using it. There's no need to pay more for name brand when these work just as well. I'm always a bit cautious because so many off brands aren't just cheap in price, but in quality. Not these, they're the real deal. You can save money and get replacement cartridges that will do a great job.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 28, 2025
A
Ajmax
Cuba, US
★★★★★ 5
Convenient, well packaged carts
These carts work well for my pen. I use them with my Dr.Pen and they fit perfectly with no issue. Just make sure your device is compatible because they don't work with other models. I like that each cart is individually wrapped, which makes them feel clean and safe to use. The 36 pin design with the .25mm needle length is gentle and works well for light treatments and product absorption without feeling too aggressive. They go on easily, feel sturdy, and glide smoothly during use. I haven't had any issues with scratching or uneven needles. Having a 12 pack is convenient so I'm not constantly reordering.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 22, 2025

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