Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker, Joel P. Bruckenstein.

Format:

Book

Author/Creator:

Drucker, David J., 1948-

Contributor:

Bruckenstein, Joel P., 1956-

Series:

Bloomberg Financial

Bloomberg financial series

Language:

English

Subjects (All):

Financial planners.

Finance, Personal--Computer network resources.

Finance, Personal.

Investment advisors.

Investments--Data processing.

Investments.

Finance--Technological innovations.

Finance.

Physical Description:

1 online resource (238 p.)

Edition:

2nd ed.

Place of Publication:

Hoboken, N.J. : John Wiley & Sons, c2013.

Language Note:

English

System Details:

text file

Summary:

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

Contents:

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

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Notes:

Includes index.

ISBN:

9781118641873

1118641876

9781283927826

1283927829

9781118480519

1118480511

OCLC:

823390331