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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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken :
Wiley,
2012.
|
| Edición: | 2nd ed. |
| Colección: | Bloomberg Financial.
|
| Temas: | |
| Acceso en línea: | Texto completo |
MARC
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| 100 | 1 | |a Drucker, David J. | |
| 245 | 1 | 0 | |a Technology Tools for Today's High-Margin Practice : |b How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours. |
| 250 | |a 2nd ed. | ||
| 260 | |a Hoboken : |b Wiley, |c 2012. | ||
| 300 | |a 1 online resource (238 pages). | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 490 | 1 | |a Bloomberg Financial | |
| 588 | 0 | |a Print version record. | |
| 505 | 0 | |a 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. | |
| 505 | 8 | |a 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. | |
| 505 | 8 | |a 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. | |
| 505 | 8 | |a 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. | |
| 505 | 8 | |a 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. | |
| 505 | 8 | |a Edit Documents Simultaneously. | |
| 520 | |a 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 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 v. | ||
| 590 | |a ProQuest Ebook Central |b Ebook Central Academic Complete | ||
| 650 | 0 | |a Financial planners. | |
| 650 | 0 | |a Finance, Personal |x Computer network resources. | |
| 650 | 0 | |a Investment advisors. | |
| 650 | 0 | |a Investments |x Data processing. | |
| 650 | 0 | |a Finance |x Technological innovations. | |
| 650 | 4 | |a Finance |x Technological innovations. | |
| 650 | 4 | |a Finance, Personal |x Computer network resources. | |
| 650 | 4 | |a Financial planners. | |
| 650 | 4 | |a Investment advisors. | |
| 650 | 4 | |a Investments |x Data processing. | |
| 650 | 6 | |a Planificateurs financiers. | |
| 650 | 6 | |a Conseillers en placements. | |
| 650 | 6 | |a Investissements |x Informatique. | |
| 650 | 6 | |a Finances |x Innovations. | |
| 650 | 7 | |a investment counsels. |2 aat | |
| 650 | 7 | |a Finance, Personal |x Computer network resources |2 fast | |
| 650 | 7 | |a Finance |x Technological innovations |2 fast | |
| 650 | 7 | |a Financial planners |2 fast | |
| 650 | 7 | |a Investment advisors |2 fast | |
| 650 | 7 | |a Investments |x Data processing |2 fast | |
| 700 | 1 | |a Bruckenstein, Joel P. | |
| 758 | |i has work: |a Technology tools for today's high-margin practice (Text) |1 https://id.oclc.org/worldcat/entity/E39PCFMRP9m8gKBKvx4DRRbC43 |4 https://id.oclc.org/worldcat/ontology/hasWork | ||
| 776 | 0 | 8 | |i Print version: |a Drucker, David J. |t Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours. |d Hoboken : Wiley, ©2012 |z 9781118434765 |
| 830 | 0 | |a Bloomberg Financial. | |
| 856 | 4 | 0 | |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=1105687 |z Texto completo |
| 938 | |a ProQuest Ebook Central |b EBLB |n EBL1105687 | ||
| 994 | |a 92 |b IZTAP | ||