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Author: David J. Drucker
Publisher: John Wiley & Sons
ISBN: 1118434765
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
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 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
Author: David J. Drucker
Publisher: John Wiley & Sons
ISBN: 1118434765
Category : Business & Economics
Languages : en
Pages : 240
Get Book Here
Book Description
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 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
Author: David J. Drucker
Publisher: John Wiley & Sons
ISBN: 0470884789
Category : Business & Economics
Languages : en
Pages : 286
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Book Description
Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.
Author: Joe Cox
Publisher:
ISBN: 1481751336
Category : Business & Economics
Languages : en
Pages : 195
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Book Description
Would you have enjoyed being a captive anthropoid in a zoo 100 years ago? Today, modern zoological parks simulate the natural habitats of the species in their sanctuaries. Gorillas and chimps thrive and reproduce. Many are released back into the wild. But in the corporate world management doesn't seem to know the normal conditions for Homo sapiens to perform at his best, and sadly don't care to learn. Anthropology, biology, psychology and sociology each teach us what Homo sapiens need to flourish. It is an enriched habitat that satisfies the needs and desires of hominids as they hunt and gather and compete for territory in the Corporate Zoo. Homo sapiens have two motivators that determine the effort they will put into work and how long they will continue doing it. Managers must sustain those motivations - with a two-handed approach that leaves no doubt that it produces profit. At a minimum, readers will figure out what they need from their bosses to fly after their goals. Managers will learn what drives team members and that they are dufuses if they don't provide it. Companies will rethink the order of their priorities if they want to be more profitable. The tools included in Nail it Today seal the deal in this one-of-a-kind eye-opening revelation on business. You won't put it down and you can't ignore it. It hits too hard.
Author:
Publisher:
ISBN:
Category : Financial planners
Languages : en
Pages : 320
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Book Description
Author: United States. Congress. House. Committee on Agriculture. Subcommittee on Conservation and Credit
Publisher:
ISBN:
Category : Commodity exchanges
Languages : en
Pages : 472
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Book Description
Author: Dr. Shahana A. M., Dr. A. Sivakumar & Mr. V. Parthiban
Publisher: Lulu Publication
ISBN: 1300397241
Category : Art
Languages : en
Pages : 343
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Book Description
Uncertainty is a circumstance in one’s life. Individual differ in their approach to handle uncertainty. Intolerance to uncertainty is influenced by various factors, such as personality, cognitive aspects and uncertainty, neuro biological aspects of uncertainty. When one understands how intolerance to uncertainty is developed and makes individual vulnerable. We can strength the psychological mind set to face uncertainty.
Author: Management Association, Information Resources
Publisher: IGI Global
ISBN: 1466627719
Category : Medical
Languages : en
Pages : 1682
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Book Description
User-Driven Healthcare: Concepts, Methodologies, Tools, and Applications provides a global discussion on the practice of user-driven learning in healthcare and connected disciplines and its influence on learning through clinical problem solving. This book brings together different perspectives for researchers and practitioners to develop a comprehensive framework of user-driven healthcare.
Author: Yenda Prado
Publisher: MIT Press
ISBN: 0262378590
Category : Education
Languages : en
Pages : 319
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Book Description
A rich view of inclusive education at the intersection of language, literacy, and technology—drawing on case study research in a diverse full-inclusion US school before, during, and after the COVID-19 pandemic. Despite advancing efforts at integration, the segregation of students with disabilities from their nondisabled peers persists. In the United States, 34 percent of all students with disabilities spend at least 20 percent of their instructional time in segregated classrooms. For students with intellectual or multiple disabilities, segregated placement soars to 80 percent. In Voices on the Margins, Yenda Prado and Mark Warschauer provide an ethnography of an extraordinary full-inclusion public charter school in the western United States—Future Visions Academy. And they ask: What does it mean to be inclusive in today’s schools with their increasingly pervasive use of digital technologies? Voices on the Margins examines the ways digital technologies support inclusion and language and literacy practices for culturally and linguistically diverse children with and without disabilities. A wide range of qualitative data collected in the case study illuminates three central themes: (1) the kinds of social organization that allow a fully inclusive environment for children with disabilities to thrive, (2) the ways that digital technologies can be used to help students express their voice and agency, while developing language and literacy skills, and (3) the ways that digital technologies can be used to foster stronger networks and connections between students, teachers, staff, and parents.
Author: United States. Congress. House. Committee on Science, Space, and Technology. Subcommittee on Technology and Competitiveness
Publisher:
ISBN:
Category : Government publications
Languages : en
Pages : 212
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Book Description
Author: Dr.Dipa Mitra
Publisher: Archers & Elevators Publishing House
ISBN: 9390996481
Category : Antiques & Collectibles
Languages : en
Pages :
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Book Description
