05850nam 2200769 a 450 991014149340332120170925000546.01-118-64187-61-283-92782-91-118-48051-1(CKB)2670000000316624(EBL)1105687(OCoLC)823390331(SSID)ssj0000804214(PQKBManifestationID)11442284(PQKBTitleCode)TC0000804214(PQKBWorkID)10814108(PQKB)10732782(MiAaPQ)EBC1105687(DLC) 2012040765(CaSebORM)9781118480533(EXLCZ)99267000000031662420121004d2013 uy 0engur|n|---|||||txtccrTechnology tools for today's high-margin practice[electronic resource] how client-centered financial advisors can cut paperwork, overhead, and wasted hours /David J. Drucker, Joel P. Bruckenstein2nd ed.Hoboken, N.J. John Wiley & Sonsc20131 online resource (238 p.)Bloomberg financial seriesBloomberg financial seriesIncludes index.1-118-48053-8 1-118-43476-5 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; ConclusionChapter 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 TogetherNew 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 ConsiderationMobile 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 OnlineOther 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; ShareFileEdit Documents Simultaneously 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 toBloomberg FinancialFinancial plannersFinance, PersonalComputer network resourcesInvestment advisorsInvestmentsData processingFinanceTechnological innovationsElectronic books.Financial planners.Finance, PersonalComputer network resources.Investment advisors.InvestmentsData processing.FinanceTechnological innovations.332.6658.15Drucker David J.1948-863197Bruckenstein Joel P.1956-863198MiAaPQMiAaPQMiAaPQBOOK9910141493403321Technology tools for today's high-margin practice1926911UNINA