Drucker / Bruckenstein Technology Tools for Today's High-Margin Practice

How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
2. Auflage 2012
ISBN: 978-1-118-48051-9
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 240 Seiten, E-Book

Reihe: Bloomberg Professional

Revolutionize your financial advisory practice with thelatest cutting-edge tools
Tired of spending more time with filing cabinets than withclients? Is overhead eating up your margins? In a new revisededition of the "bible" of practice management and technology forfinancial professionals, two leading financial planners, with somehelp from their friends*, deliver the knowledge advisors have beenbegging for. This book serves up a nontechnical trove oftechnology, clever workarounds, and procedural efficienciestailored to help financial advisors in private practice move towardtoday's virtual office. The authors show you how to drasticallyreduce the paperwork in your office, slash overhead, and findanything you need in seconds using the latest software.
This revised edition includes new information on SaaS and cloudcomputing, software integrations, mobile devices/apps, social mediatools, portfolio accounting and outsourcing, collaborative tools,digital signatures, workflow management, marketing technology andmuch more.
* Perfect for successful practices seeking greater efficienciesand healthier profit margins
* The authors are well-known financial advisors, each with morethan 30 years of experience in financial services
* Addresses the evolution of the virtual office and its impact onadvisory firms
If you're looking for new systems and efficiencies to transformand streamline your private practice, look no further thanTechnology 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, BobCurtis
Chapter 3 The Future of Financial Planning Software and the NewClient-Advisor Relationship, Linda Strachan
Chapter 4 Portfolio Management Software, Mike Kelly
Chapter 5 Achieving Growth and Profitability with TechnologyIntegration, 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 atOne of the United States' Leading Advisory Firms, Louis P.Stanasolovich
Chapter 12 Virtual Staff Sparks Growth, Profitability, andScalability, Jennifer Goldman
Chapter 13 ROI--The Holy Grail of the Technology PurchaseDecision, Timothy D. Welsh
Chapter 14 Building an Efficient Workflow Management System,David L. Lawrence

Autoren/Hrsg.

Drucker, David J.

Bruckenstein, Joel P.

Inhaltsverzeichnis

Introduction 1
David Drucker
CHAPTER 1 Selecting the Right CRM System 5
Davis D. Janowski
CHAPTER 2 The Future of Financial Planning Software 17
Robert D. Curtis
CHAPTER 3 The Future of Financial Planning Software and the NewClient-Advisor Relationship 27
Linda Strachan, Kory Wells
CHAPTER 4 Portfolio Management Software 37
Mike Kelly
CHAPTER 5 Achieving Growth and Profitability with TechnologyIntegration 47
Jon Patullo
CHAPTER 6 How the World Wide Web Impacts the Financial Advisor61
Bart Wisniowski, Jason Lindstrom
CHAPTER 7 Managing Your Online Presence 73
Marie Swift
CHAPTER 8 Client Portals and Collaboration 93
Bill Winterberg
CHAPTER 9 The Cloud 107
J. D. Bruce
CHAPTER 10 Digital Signature Technology 129
Dan Skiles
CHAPTER 11 Innovative Software and Technologies Implemented atOne of the United States' Leading Advisory Firms 139
Louis P. Stanasolovich, Christopher J. Kail, Sherri M. Slafka,Daniel D. Kleck
CHAPTER 12 Virtual Staff Sparks Growth, Profitability, andScalability 159
Jennifer Goldman
CHAPTER 13 ROI--The Holy Grail of the Technology PurchaseDecision 173
Timothy D. Welsh
CHAPTER 14 Building an Efficient Workflow Management System187
David L. Lawrence
EPILOGUE
Advisor Technology: Yesterday, Today, and Tomorrow 197
Joel P. Bruckenstein
About the Authors 205
About the Contributors 207
Index 219

Über Autor(innen)

David J. Drucker, MBA, CFP®, has more than thirtyyears of experience in the financial services industry. He is thecoauthor of Tools and Techniques of Practice Management andVirtual-Office Tools for a High-Margin Practice: HowClient-Centered Financial Advisers Can Cut Paperwork, Overhead, andWasted Hours (Bloomberg Press, 2002). He is also editor of themonthly newsletter Technology Tools for Today (T3) andcofounder of the Annual T3 Technology Conference for financialadvisors. David started his own advisory firm in the Washington, DCarea in 1981 and continues to manage the financial affairs of alimited number of high-net worth clients.
Joel P. Bruckenstein, CFP®, is an internationallyrenowned expert in the field of applied technology for financialservice professionals. In addition to serving as the publisher ofthe Technology Tools for Today (T3) newsletter, Joel is atechnology columnist for Financial Planning magazine andFinancial Advisor magazine. Joel is the coauthor of Toolsand Techniques of Practice Management and Virtual-OfficeTools for a High-Margin Practice: How Client-CenteredFinancial Advisers Can Cut Paperwork, Overhead, and WastedHours (Bloomberg Press, 2002). He is also the cofounder of theAnnual T3 Technology Conference for financial advisors. Furtherinformation about Joel and T3 can be found atwww.technologytoolsfortoday.com.