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)

Sale price$1710.00 Regular price$1900.00
Save 10%

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Jul 9 - Jul 14

Promo Codes Available:

For Your Every Summer RSVP, with Code: SUMMER15

Description

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

Shipping Notes
  • Free Standard Shipping on $100+ Orders to the USA.
  • Except Preorder products are shipped in 48 hours.
  • Delivery to the USA:
  1. Standard Shipping : 3-10 business days
  • If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 96231898532

Discover Niche Categories That Outsell

Top-Converting Item to Boost Your Average Order

4.3 ★★★★★
Based on 1661 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
A
Verified Purchase
Amy C
Grantham, US
★★★★★ 4
Well made
Color: Orange & Blue
Very durable,great stitching, bright colors,my two dogs however could care less about these Lol my one dog likes balls my other dog seems to only like brown toys
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 21, 2026
D
Verified Purchase
Dawn H.
Whiting, US
★★★★★ 3
Didn't even last an hour!
Color: Orange & Blue, Color: Orange & Blue
I had high hopes for these toys as the description sounded like they might be not easily destructible. Well, I was dissapointed again. Our shih-poo (half shih-tzu/ half minature poodle) had one of the toys apart in an hour. See photo.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 31, 2026
S
Verified Purchase
Serena
Chelsea, US
★★★★★ 3
Stuffed with Plastic
Color: Orange & Blue
So these are super cute and they have crinkle sounds and a squeaker, but these would not be suitable for chewers. The have plastic stuffing in the legs and my dog almost choked on it...so I just have to tell you that these may be ok for smaller dogs but mine is 30 pounds and he ripped through it and started eating the plastic crinkle stuffing.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 4, 2026
O
Verified Purchase
OM
Waukegan, US
★★★★★ 5
My dogs loved this toy!
Color: Orange & Blue
My dogs absolutely loved these! The quality is actually good and the price for two of them is fair! Surprisingly the durability is more than I expected my aggressive chewer hasn’t completely destroyed it!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 23, 2026
E
Verified Purchase
E.Swope
Pawtucket, US
★★★★★ 5
Tough toys!
Color: Orange & Blue
We have 2 deogs, a large Aussie and a small terrior. The little guy is very hard on toys. Few last a full day. We have thrown away hundreds of $ worth of toys, We have had these for a few months, and he has not managed to destoy them yet. They get played with a lot because he has very few toys. I keep trying to find toys which will survive this dog. He hjas even destroyed Kong toys which are pretty tough, but has not destroyed these. I wrote this review as I cam back to order more toys from this company, because it is great to have some which can stand up to his abuse.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 1, 2025

recommand products