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Title Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker and Joel P. Bruckenstein.
Imprint Hoboken, N.J. : J. Wiley & Sons, ©2013.


 Internet  Electronic Book    AVAILABLE
Description 1 online resource (1 volume) : illustrations.
Series Bloomberg financial series
Bloomberg financial series.
Note "Bloomberg Press."
"Fully revised and updated"--Cover.
First edition titled: Virtual-office tools for a high-margin practice, published by Bloomberg Press in 2002. Cf. Copyright page.
Bibliog. Includes bibliographical references and index.
Note Available only to authorized UTEP users.
Print version record.
Subject Financial planners.
Finance, Personal -- Computer network resources.
Investment advisors.
Investments -- Data processing.
Finance -- Technological innovations.
Genre Electronic books.
Contents Machine generated contents note: ch. 1 Selecting the Right CRM System / Davis D. Janowski -- ch. 2 Future of Financial Planning Software / Robert D. Curtis -- ch. 3 Future of Financial Planning Software and the New Client-Advisor Relationship / Kory Wells -- ch. 4 Portfolio Management Software / Mike Kelly -- ch. 5 Achieving Growth and Profitability with Technology Integration / Jon Patullo -- ch. 6 How the World Wide Web Impacts the Financial Advisor / Jason Lindstrom -- ch. 7 Managing Your Online Presence / Marie Swift -- ch. 8 Client Portals and Collaboration / Bill Winterberg -- ch. 9 Cloud / J. D. Bruce -- ch. 10 Digital Signature Technology / Dan Skiles -- ch. 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms / Daniel D. Kleck -- ch. 12 Virtual Staff Sparks Growth, Profitability, and Scalability / Jennifer Goldman -- ch. 13 ROI -- The Holy Grail of the Technology Purchase Decision / Timothy D. Welsh -- ch. 14 Building an Efficient Workflow Management System / David L. Lawrence.
Other Author Bruckenstein, Joel P., 1956-
Drucker, David J., 1948- Virtual-office tools for a high-margin practice.
Bruckenstein, Joel P., 1956- Virtual-office tools for a high-margin practice.
Other Title Print version: Drucker, David J., 1948- Technology tools for today's high-margin practice. Hoboken, N.J. : John Wiley & Sons, ©2013 9781118434765