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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Myriam I. Martinez
Waukegan, US
★★★★★ 5
Good quality and durability
Color: C-Black, Size: Model C Rechargeable
It works very well very easy to use I'm very happy with my purchase
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Reviewed in the United States on May 16, 2026
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Kings Kidd
Alexandria, US
★★★★★ 3
It froths, but is not dependent
Color: C-Black, Size: Model C Rechargeable
While this frother does “froth”, it has many more cons than pros. The ONLY pro is it froths. The cons—only good for a traditional coffee cup. It is not water proof, and the instructions say to keep the “unit “ dry. As you froth, the liquid naturally raises height. If you are trying to use a Togo coffee mug, or thermos type travel mug—it only works well if done it three or four levels to ensure keeping the motor above the liquid. The “rechargeable “ function DOES recharge, however- it may last 1use or a few. It’s VERY inconsistent. And does not seem to be related to how long you allow it to charge. Overall—not a good buy. I had mine maybe 3 months before it quit working. And at 2 months it started becoming spastic. Even after just being charged-it wouldn’t even froth 1cup. AVOID!!
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Reviewed in the United States on May 16, 2026
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Carloslazaroproenza
Fort Morgan, US
★★★★★ 5
Easy to Use and Works Great
Color: C-Black, Size: Model C Rechargeable, Color: C-Black, Size: Model C Rechargeable
This milk frother works amazingly well! It’s powerful, easy to use, and creates rich, creamy foam in just seconds. The rechargeable design is very convenient, and the battery lasts a long time between charges. It feels sturdy and well-made, and cleaning it is quick and simple. I use it every day for my coffee, lattes, and hot chocolate, and it has exceeded my expectations. If you’re looking for an affordable and effective milk frother, this is definitely a great choice. Highly recommended
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Lexington, US
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Color: C-Stand Green, Size: Model C Rechargeable
Es de buena calidad lo recomiendo
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JESSICA DAY
Omaha, US
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Color: C-Black, Size: Model C Rechargeable
Love mine! No more batteries. I make at least two cups a day and froth my creamer. Love the fact I don’t have to recharge very often.
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Reviewed in the United States on May 19, 2026

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