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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Sharrie
Bozeman, US
★★★★★ 5
Price and quality
Size: 10P -9×13 In w/ lid, Color: Silver
Great item for gifting , good value for the price
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Reviewed in the United States on March 27, 2026
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Hamakers
Waukegan, US
★★★★★ 4
Great pans for meal trains or prep
Size: 10P -9×13 In, Color: Silver
Great pans for delivering meals to people or prepping freezer food. Four stars because they are slightly smaller than a 9x13 pan, but they still work great for most recipes. They are much cheaper than the stores.
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Reviewed in the United States on March 9, 2026
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B Millican
Draper, US
★★★★★ 5
Pleasantly Surprised
Size: 10P -9×13 In w/ lid, Color: Silver, Size: 10P -9×13 In w/ lid, Color: Silver
Reviews for this product were varied, but I decided to give it a go. A wise choice. These arrived on time, in a plastic bag, in a box, inside a sturdier box…in perfect condition. They are very sturdy compared to most I’ve seen. I used them in preparing a meal for a family who lost a loved one. If they easily accommodate 5 lbs of potato salad, I’d say they’re sturdy. I also used them for sliders, and a couple of fruit trays.
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Reviewed in the United States on March 11, 2026
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April Jones
Battle Creek, US
★★★★★ 5
Fantastic
Size: 20P -8 × 8 In w/ lid, Color: Silver
I bought these while making a small army of casseroles and freezer meals for family memberhaving surgery. They survived being filled, carried, stacked, transported, and generally treated far less gently than they probably should have. The lids fit well and were worth their weight in gold. Not having to battle aluminum foil every time I needed to cover a dish was a welcome bonus. The lids stayed put. The pans were sturdy, traveled well, and were the best price I found for covered 8x8 disposable pans. Sometimes the boring kitchen supplies end up being the most satisfying purchases, and this was one of them. I'd definitely buy these again.
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Denvip Davis Sr.
Birmingham, US
★★★★★ 5
Better quality
Size: 10P -9×13 In, Color: Silver
Better quality than the grocery store pans. Did not collapse as easy as the thin made store brought pans
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Reviewed in the United States on April 13, 2026

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