By David J. Drucker,Joel P. Bruckenstein
Revolutionize your monetary advisory perform with the newest state of the art tools
Tired of spending extra time with submitting cupboards than with consumers? Is overhead consuming up your margins? In a brand new revised version of the "bible" of perform administration and expertise for monetary pros, top monetary planners, with a few support from their friends*, carry the data advisors were begging for. This e-book serves up a nontechnical trove of expertise, smart workarounds, and procedural efficiencies adapted to assist monetary advisors in deepest perform circulation towards trendy digital workplace. The authors help you enormously lessen the bureaucracy on your place of work, cut down overhead, and locate something you would like in seconds utilizing the newest software.
This revised variation contains new details on SaaS and cloud computing, software program integrations, cellular devices/apps, social media instruments, portfolio accounting and outsourcing, collaborative instruments, electronic signatures, workflow administration, advertising and marketing know-how and masses more.
- Perfect for winning practices looking better efficiencies and fitter revenue margins
- The authors are recognized monetary advisors, every one with greater than 30 years of expertise in monetary services
- Addresses the evolution of the digital place of work and its effect on advisory firms
If you are looking for brand new platforms and efficiencies to rework and streamline your inner most perform, glance no additional than know-how instruments for modern High-Margin Practice.
*Chapter 1 choosing the right CRM process, Davis D. Janowski
Chapter 2 the way forward for monetary making plans software program, Bob Curtis
Chapter three the way forward for monetary making plans software program and the hot Client-Advisor dating, Linda Strachan
Chapter four Portfolio administration software program, Mike Kelly
Chapter five reaching progress and Profitability with expertise Integration, Jon Patullo
Chapter 6 How the area vast net affects the monetary consultant, Bart Wisniowski
Chapter 7 dealing with Your on-line Presence, Marie Swift
Chapter eight buyer Portals and Collaboration, invoice Winterberg
Chapter nine The Cloud, J. D. Bruce
Chapter 10 electronic Signature expertise, Dan Skiles
Chapter eleven cutting edge software program and applied sciences applied at one of many usa’ top Advisory businesses, Louis P. Stanasolovich
Chapter 12 digital employees Sparks development, Profitability, and Scalability, Jennifer Goldman
Chapter thirteen ROI—The Holy Grail of the expertise buy determination, Timothy D. Welsh
Chapter 14 construction an effective Workflow administration method, David L. Lawrence
Read Online or Download Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Financial) PDF
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Additional info for Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (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 (Bloomberg Financial) by David J. Drucker,Joel P. Bruckenstein
by David
4.1