Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours.

Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours.

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...

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Bibliographic Details
Main Author: Drucker, David J.
Other Authors: Bruckenstein, Joel P.
Format: eBook
Language:English
Published: Hoboken : Wiley, 2012.
Edition:2nd ed.
Series:Bloomberg Financial.
Subjects:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
investment counsels.
Finance, Personal > Computer network resources
Finance > Technological innovations
Financial planners
Investment advisors
Investments > Data processing
Online Access:Click for online access
Table of Contents:
  • Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours; Copyright; Contents; Introduction; Chapter 1: Selecting the Right CRM System; Junxure and Redtail; So Who Are You?; Salesforce, Salesforce, Salesforce; Intelligent Integration Can Be Confusing; Factor in Your Favorite Apps, if You Have Them; Other Considerations; Innovation Continues; Resources; Chapter 2: The Future of Financial Planning Software; The Distant Past; The Past Five Years; The Now; The Near Future; Conclusion.
  • Chapter 3: The Future of Financial Planning Software and the New Client-Advisor RelationshipAdvisor and Client Demographics; Generational Differences; Gender and Other Differences; Social Media; Technological Advances; Tablet and Mobile Computing; Robust Data Integration; Best of Breed Applications and Other Independent Advantages; An Advisor's Planning Tool versus Consumer Planning Tools-Working Together or Apart?; Conclusion; References; Chapter 4: Portfolio Management Software; My Place or Yours?; All for One or One for All?; Keeping Up with the Joneses; Putting It All Together.
  • New AdvisorsBreakaway Brokers; Changing Your Portfolio Management Software; Summary; Chapter 5: Achieving Growth and Profitability with Technology Integration; Wading through a Wealth of Choices; Preserving Quality, Increasing Profits; Much More than Data Access; The Key Early Efforts; The Custodians Get on Board; An Open Invitation; The Next Generation; Chapter 6: How the World Wide Web Impacts the Financial Advisor; Your Website as a Hub; Building a Web Presence; Mobile Considerations; Easily Convert Your Existing Website; SEO for Mobile: An Imperative Consideration.
  • Mobile Development ConsiderationsSocial Media and Websites; Why Is Social Media Such a Big Deal?; A Symbiotic Relationship with Your Website; What Does Social Media Integration Look Like?; Video Social Media Integration: Another Simplified Process; Social Media Integration: Part of the Big Picture; Blogging; Content and Website Maintenance; Marketing; Building Traffic; Pay per Click Advertising; Calls to Action; Monitoring and Measuring for Results; Compliance; Conclusion; Notes; Chapter 7: Managing Your Online Presence; Being Seen (and Heard) Online; Creating a Great First Impression Online.
  • Other Digital OutpostsHow Do You Stack Up?; Use Social Media as an Extension; Communication Essentials; Finding Your Social Media Groove; Where to Spend Your Time; LinkedIn; Blogging; Twitter; Facebook; Begin with a Strategy; Compliance; Training; Guarding Your Webutation; Social Media Dashboards; Locking Out the Imposters; Marketing Automation Software; Notes; Chapter 8: Client Portals and Collaboration; Delivering Documents and Reports; Client Portals; Dedicated Portals; Integrated Portals; Portal Drawbacks; Cloud File Sharing; What to Look For; Compliance; Dropbox; Egnyte; ShareFile.
  • Edit Documents Simultaneously.

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