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)

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

4.2 ★★★★★
Based on 1380 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
J
Verified Purchase
Janie McCue
Port Orchard, US
★★★★★ 5
No complaints
Color: Brown, Size: 13"D x 23.7"W x 32.7"H
This is a great bar cart. The shelves hold up with a bunch of bottles on it. To be fair, we do not wheel it around. It just stays in one spot.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 18, 2026
S
Verified Purchase
Serena R.
New York, US
★★★★★ 4
Perfect for limited space
Color: Brown, Size: 13"D x 23.7"W x 32.7"H, Color: Brown, Size: 13"D x 23.7"W x 32.7"H
This bar cart works well for small spaces or areas. I got this cart since I live in a 700 sq ft apartment and I needed something that would store all my liquor and equipment, as I barely have any counter space. As seen in the photo, it looks great, too. Was relatively easy to assemble as well. The only complaint I have is the wheels. I seriously considered taking them off as they can be annoying at times and get stuck easily. If it wasn’t for the wheels, I would’ve given the cart 5 stars. Still works great given how inexpensive it is.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on December 29, 2024
R
Verified Purchase
Ruth White
West Palm Beach, US
★★★★★ 5
Wood bar cart
Color: Brown, Size: 13"D x 17"W x 33"H, Color: Brown, Size: 13"D x 17"W x 33"H
Great piece for my den. Classic look and fits my preppy style well. Easy to assemble.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 24, 2026
M
Verified Purchase
Matthew M. Frick
Natrona Heights, US
★★★★★ 5
Great Bar Cart/Coffee Bar
Color: Brown, Size: 13"D x 23.7"W x 32.7"H
Easy set up, good size, great for decor and holding bottles!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 3, 2026
S
Verified Purchase
SubParChaosCoordinator
Birmingham, US
★★★★★ 5
Perfect for the Price!
Color: Greige, Size: 13"D x 23.7"W x 32.7"H
The bar cart was very easy to put together. I can be "mechanically challenged" and was able to do it myself LOL It's nice and sturdy, the wheels roll smooth when you move it. The size is perfect for the small wall I have it against. I have several bottles of liquor and bartending mixer set on top, and about 20 various glassware on the 2nd shelf. The bottom shelf is taller, and does let you stand larger bottles down there. The one racks will only for the smaller size, but does hold them well.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on November 6, 2024

recommand products