LEADER 05850nam 2200769 a 450 001 9910141493403321 005 20170925000546.0 010 $a1-118-64187-6 010 $a1-283-92782-9 010 $a1-118-48051-1 035 $a(CKB)2670000000316624 035 $a(EBL)1105687 035 $a(OCoLC)823390331 035 $a(SSID)ssj0000804214 035 $a(PQKBManifestationID)11442284 035 $a(PQKBTitleCode)TC0000804214 035 $a(PQKBWorkID)10814108 035 $a(PQKB)10732782 035 $a(MiAaPQ)EBC1105687 035 $a(DLC) 2012040765 035 $a(CaSebORM)9781118480533 035 $a(EXLCZ)992670000000316624 100 $a20121004d2013 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aTechnology tools for today's high-margin practice$b[electronic resource] $ehow client-centered financial advisors can cut paperwork, overhead, and wasted hours /$fDavid J. Drucker, Joel P. Bruckenstein 205 $a2nd ed. 210 $aHoboken, N.J. $cJohn Wiley & Sons$dc2013 215 $a1 online resource (238 p.) 225 0 $aBloomberg financial series 225 0$aBloomberg financial series 300 $aIncludes index. 311 $a1-118-48053-8 311 $a1-118-43476-5 327 $aTechnology 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 327 $aChapter 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 327 $aNew 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 327 $aMobile 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 327 $aOther 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 327 $aEdit Documents Simultaneously 330 $a Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the ""bible"" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move to 410 0$aBloomberg Financial 606 $aFinancial planners 606 $aFinance, Personal$xComputer network resources 606 $aInvestment advisors 606 $aInvestments$xData processing 606 $aFinance$xTechnological innovations 608 $aElectronic books. 615 0$aFinancial planners. 615 0$aFinance, Personal$xComputer network resources. 615 0$aInvestment advisors. 615 0$aInvestments$xData processing. 615 0$aFinance$xTechnological innovations. 676 $a332.6 676 $a658.15 700 $aDrucker$b David J.$f1948-$0863197 701 $aBruckenstein$b Joel P.$f1956-$0863198 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910141493403321 996 $aTechnology tools for today's high-margin practice$91926911 997 $aUNINA