Cargando…
Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours /
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
J. Wiley & Sons,
©2013.
|
| Colección: | Bloomberg financial series.
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Machine generated contents note: ch. 1 Selecting the Right CRM System / Davis D. Janowski
- ch. 2 Future of Financial Planning Software / Robert D. Curtis
- ch. 3 Future of Financial Planning Software and the New Client-Advisor Relationship / Kory Wells
- ch. 4 Portfolio Management Software / Mike Kelly
- ch. 5 Achieving Growth and Profitability with Technology Integration / Jon Patullo
- ch. 6 How the World Wide Web Impacts the Financial Advisor / Jason Lindstrom
- ch. 7 Managing Your Online Presence / Marie Swift
- ch. 8 Client Portals and Collaboration / Bill Winterberg
- ch. 9 Cloud / J.D. Bruce
- ch. 10 Digital Signature Technology / Dan Skiles
- ch. 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms / Daniel D. Kleck
- ch. 12 Virtual Staff Sparks Growth, Profitability, and Scalability / Jennifer Goldman
- ch. 13 ROI
- The Holy Grail of the Technology Purchase Decision / Timothy D. Welsh
- ch. 14 Building an Efficient Workflow Management System / David L. Lawrence.