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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Lisa Townley
Pawtucket, US
★★★★★ 5
Truth speaks loud and clear!
Format: Kindle
I am very glad I read this book! Many Christians are fearful of the idea of a message from someone who no longer lives on the earth. I was encouraged to know the difference between this conversation and necromancy. Mary says that the Holy Spirit is who plans their conversation and Matthew does not call up the spirits of the dead. Everything Mary says in this book is in allignment with the truth if the Gospel. I encourage all to read this book with a careful watch to see that it does not lead anyone away from Truth. I loved her honesty and her wisdom and her relationship with Jesus. This book helps to bring people closer to their Father God and to Jesus. Thank you Matthew for your obedience to God and courage to write this book!
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Reviewed in the United States on September 17, 2017
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Anne S
San Leandro, US
★★★★★ 5
Mary Magdalene
Format: Kindle
Another great book from Matthew Robert Payne translated from an Interview with Mary Magdalene. .Mary gives sound advice on how to devolope our walk with Jesus and how important it is to be serving God and doing what he called us to do with our lives She talks about which books to read in the bible and recommends other authors Mary is very open and honest about her life and how she met Jesus and her reaction to meeting him and falling deeply in love with him She had a lot of men in her life and many advantages in life because of her work as a high class prostitue. But one meeting with Jesus changed all that One look of pure love from Jesus and she was undone She was a very Intelligent woman and a very astute business women The first time she heard Jesus speak was when he quoted Jeremiah 9 23 and how Jesus took the scripture apart and described how been wise mighty and wealthy isn't the answer. I found this a very interesting book and just want to get to know more about this wonderful saint Its one of those hard to put down books and when finished leaves you wanting to know more and more about her Highly Recommend this book to others Christian and non christian can benefit from reading this.
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Reviewed in the United States on September 1, 2017
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Gloria Rogers Duke
Draper, US
★★★★★ 5
Mary Magdalene Speaks from Heaven: A Divine Revelation
Format: Kindle
Even though I read Book 2 before reading this one, I was equally enthralled by both. It’s difficult to find words to acknowledge the thrill of listening to someone whose life was full of sin and totally turned around when she heard the words of Jesus and saw his love for humanity! This conversation is so real and heart-wrenching at the same time. Step inside the pages of her life and feel the emptiness of having all the wealth that you could desire and yet feel completely empty and worthless inside. That was exactly how she felt (and how many of us feel today if we are willing to admit it). Simultaneously, the reader finds comfort and camaraderie in this new found friend who comes alive and jumps out of the pages of the Bible to greet us! This is a book that you surely will not put down until the end. A special bonus includes her description of all that awaits us in Heaven. Enjoy!
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Reviewed in the United States on July 26, 2018
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Rebecca B
New York, US
★★★★★ 5
A favorite kindle book!
Format: Kindle
I just love this book by Matthew Robert Payne. It's a real account with Mary Magdalene, which is so encouraging to help you know more about following Jesus. She also speaks about finding your calling in life. It brings out the details of her life plus her relationship with Jesus and how we can live out our lives with that same kind of surrendered love. This book is a must read, in fact all of Matthews books on Kindle are .99 cents to read. Matthew wants every person to learn about a dynamic relationship with Jesus! Why not just buy each one of his kindle books, it's worth your time to read all of them!!!
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Reviewed in the United States on October 1, 2017
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Passion C
Chelsea, US
★★★★★ 5
Awesome book
Format: Kindle
This book is one of my favorites by Matthew. It has so much meat in it. Some things that are not in the bible or even had a clue about. If you want to know more about Jesus and His relationship with Mary. This is the one you need to read.
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Reviewed in the United States on April 8, 2021

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