Isbn: 9781118434765 - technology tools for today's high-margin practice: how client-centered financial advisors can cut paperwork, overhead, and wasted hours (25 risultati)

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Hardcover. Condizione: Very Good. No Jacket. Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less.

Hardcover. Condizione: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less.

Hardback. Condizione: Very Good. Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, 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.…

Hardback. Condizione: Good. Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, 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.…

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Condizione: New. pp. 227.

Condizione: New. In English.

Condizione: New.

Condizione: New. Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, 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. Series: Bloomberg Financial. Num Pages: 228 pages, illustrations. BIC Classification: KJMV1. Category: (P) Professional & Vocational. Dimension: 257 x 187 x 21. Weight in Grams: 586. . 2013. 2nd Edition. Hardcover. . . . . …

Condizione: New. pp. 227 Index.

Hardcover. Condizione: Brand New. 2nd edition. 272 pages. 10.30x0.82x7.30 inches. In Stock.

Condizione: New. Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, 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. Series: Bloomberg Financial. Num Pages: 228 pages, illustrations. BIC Classification: KJMV1. Category: (P) Professional & Vocational. Dimension: 257 x 187 x 21. Weight in Grams: 586. . 2013. 2nd Edition. Hardcover. . . . . Books ship from the US and Ireland. …

Condizione: New. David J. Drucker, MBA, CFP(r), has more than thirty years of experience in the financial services industry. He is the coauthor of Tools and Techniques of Practice Management and Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial .

Buch. Condizione: Neu. Neuware - Revolutionize your financial advisory practice with the latest cutting-edge tools 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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Hardcover. Condizione: Brand New. 2nd edition. 272 pages. 10.30x0.82x7.30 inches. In Stock. This item is printed on demand.