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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: Jay Conrad Levinson
Publisher: Morgan James Publishing
ISBN: 1630478148
Category : Business & Economics
Languages : en
Pages : 389
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Book Description
This practical marketing guide offers inspiring examples and field-tested advice specifically designed for financial advisors. Guerrilla Marketing is different from traditional marketing. Instead of simply spending money on and hoping for the best, readers will discover how to invest time, energy and imagination into growing their business. Financial professionals will be able to grow their capacity by implementing key practice management processes including: Identify and attract better ideal clients to manage your growth effectively Gather more revenue and get more referrals by implementing proven processes Inspire clients to act quickly through articulating your ideal client experience and case studies Build key practice management processes to build ideal capacity such as feedback and your value proposition.
Author: Scott A. Leonard
Publisher: John Wiley & Sons
ISBN: 1118653327
Category : Business & Economics
Languages : en
Pages : 175
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Book Description
Achieve a better work/life balance with the innovative approach outlined here Author Scott Leonard is a successful business professional who adapted his business to allow him to achieve his goals and live his dreams now—while still working in the business he loves. His experience is an inspiring example of extreme work-life empowerment that can help you whether you're the owner of a business or just want more freedom and flexibility in your career. Now, in The Liberated CEO, Leonard shares his story and strategies with you. In The Liberated CEO, he turns the conventional portrait of the 24/7 entrepreneur as multi-tasking control freak on its head by using strategies that unshackle individuals from the "daily grind," inspiring you to perform your responsibilities on your own terms and schedules. In addition to giving the individual more freedom, the benefits of The Liberated CEO principles will increase the success, profitability, operational efficiency, and, ultimately, the enterprise value of any business. Contains advice, analysis, and personal stories that shows how to grow a healthier and more sustainable company that doesn’t demand your absolute attention Explains how to implement an innovative business model that empowers business owners and key executives to perform at the highest level The principles highlighted here are in sync with today's technology that allows people to have a better work-life balance Engaging and accessible, The Liberated CEO is about developing a business model that empowers business owners and key executives to perform—and live—at the highest level.
Author: Greg Friedman
Publisher: Springer
ISBN: 3030000036
Category : Business & Economics
Languages : en
Pages : 142
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Book Description
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.
Author: Enrico Papini
Publisher: Frontiers Media SA
ISBN: 283253516X
Category : Medical
Languages : en
Pages : 151
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Book Description
Author: Elisa Pieri
Publisher: Routledge
ISBN: 1000368815
Category : Political Science
Languages : en
Pages : 100
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Book Description
This book provides an engaging, jargon-free introduction to the threat of global pandemics, offering an overview of the many origins and triggers of pandemic events. It covers the impacts generated by novel infectious disease outbreaks across various dimensions – from social and ethical to medical and political, from media to economic and legal implications. The author discusses the preparedness strategies developed globally, the lessons learned from various outbreaks and the mitigation measures deployed — from quarantine and social distancing to data sharing and surveillance systems — including their unintended impacts. While the risk of global pandemics is certainly intensely debated by the scientific community, and increasingly by policy makers at various levels, the threat is hardly discussed in the public domain. It only permeates the media during crisis events, such as during the SARS outbreak in 2003, the West African Ebola outbreak in 2014–15, and most notably the ongoing COVID-19 global pandemic crisis. This book is thus highly timely and topical. It has a global scope, whilst at times zooming in on the implications of pandemic risk and mitigation for the Global North or the Global South. Given the interdisciplinarity of the topic, this book will be of great interest to a wider non-academic audience, as well as students from a range of subjects including politics, sociology, geography, anthropology, and international development, along with entry-level medical students keen to widen their appreciation of the social dimensions of the medical work they set out to conduct.
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: United States. Congress. Senate. Committee on Interstate and Foreign Commerce
Publisher:
ISBN:
Category : Automobile industry and trade
Languages : en
Pages : 1036
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Book Description
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.
