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Technology 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. Bruckenstein
| Technology 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. Bruckenstein |
| Autore | Drucker David J. <1948-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
| Descrizione fisica | 1 online resource (238 p.) |
| Disciplina |
332.6
658.15 |
| Altri autori (Persone) | BruckensteinJoel P. <1956-> |
| Collana | Bloomberg financial series |
| Soggetto topico |
Financial planners
Finance, Personal - Computer network resources Investment advisors Investments - Data processing Finance - Technological innovations |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-64187-6
1-283-92782-9 1-118-48051-1 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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; Conclusion
Chapter 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 New 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 Mobile 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 Other 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 Edit Documents Simultaneously |
| Record Nr. | UNINA-9910141493403321 |
Drucker David J. <1948->
|
||
| Hoboken, N.J., : John Wiley & Sons, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Technology 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. Bruckenstein
| Technology 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. Bruckenstein |
| Autore | Drucker David J. <1948-> |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
| Descrizione fisica | 1 online resource (238 p.) |
| Disciplina |
332.6
658.15 |
| Altri autori (Persone) | BruckensteinJoel P. <1956-> |
| Collana | Bloomberg financial series |
| Soggetto topico |
Financial planners
Finance, Personal - Computer network resources Investment advisors Investments - Data processing Finance - Technological innovations |
| ISBN |
1-118-64187-6
1-283-92782-9 1-118-48051-1 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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; Conclusion
Chapter 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 New 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 Mobile 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 Other 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 Edit Documents Simultaneously |
| Record Nr. | UNINA-9910815188503321 |
|
Drucker David J. <1948->
|
||
| Hoboken, N.J., : John Wiley & Sons, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||