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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Ruben Nunez
Dallas, US
★★★★★ 5
Wish I had bought long ago
Was surprised how easy it was to use. Doesn't take up a lot of space. Foil cutter, & opener itself was a breeze-especially for a first-time user. Wish I had bought this long ago. I'll keep the handheld opener as an emergency back up, but this device is the way to go. Great idea for gift giving
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Reviewed in the United States on July 27, 2025
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Patrick
Pawtucket, US
★★★★★ 4
Great crowd pleaser
This product does what it is intended to do. The only reason it does not get 5 stars is because when the opener is near the end of opening a bottle, it seems that the battery is dieing out but it has never failed to open a bottle. The aerator is wonderful and very impactful to the flavor of your wine. The charger/stand is nice and looks good on the counter. Love the built in charger feature.
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Reviewed in the United States on April 17, 2022
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Muy buen producto
Whiting, US
★★★★★ 5
Buen producto, recomendado
Buen producto, recomendado
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Reviewed in the United States on February 27, 2026
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Kelsie Essary
Waukegan, US
★★★★★ 5
Replacement for the older model - so far, so good
I had the previous version of this and the battery wore out after a couple of years. This one seems to be working very well so far. It's simple to use. Cut the wine bottle foil with the included cutter and just push the opener down on the top of the bottle. The screw automatically inserts in the cork, pulling it form the bottle, and then reverses itself to eject the cork. Unlike the old version, there's no button to press, it's all automatic. Flip the opener over and use the included airtight tops when you want to recork the bottle: it will vacuum out all the air in the bottle to prevent spoilage. Makes a great gift for a "wine enthusiast".
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Reviewed in the United States on May 30, 2024
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alicia mendoza
Draper, US
★★★★★ 5
This is a really nice gift set
It’s a nice little wine gift set. Got it for myself after taking more interest in wine and wanted to get the kinda experience you get at a winery but at my own home Would suggest for any beginner friendly gift set and it doesn’t take up a lot of space either
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Reviewed in the United States on July 1, 2025

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