Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)
SKU: 96231898532

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)

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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)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

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 toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more.

  • Perfect for successful practices seeking greater efficiencies and healthier profit margins
  • The authors are well-known financial advisors, each with more than 30 years of experience in financial services
  • Addresses the evolution of the virtual office and its impact on advisory firms 

If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. 

*Chapter 1 Selecting the Right CRM System, Davis D. Janowski

Chapter 2 The Future of Financial Planning Software, Bob Curtis

Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan

Chapter 4 Portfolio Management Software, Mike Kelly

Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo

Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski

Chapter 7 Managing Your Online Presence, Marie Swift

Chapter 8 Client Portals and Collaboration, Bill Winterberg

Chapter 9 The Cloud, J. D. Bruce

Chapter 10 Digital Signature Technology, Dan Skiles

Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich

Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman

Chapter 13 ROI―The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh

Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

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SKU: 96231898532

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L. Ramsey
Battle Creek, US
★★★★★ 3
I thought these are Cute My dogs didn't think so
These are cute and would work well for medium and larger dogs.  Not dogs under 25lbs.  The toys are to big for their little mouths and they can't get a hold of them to play with them.  
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Reviewed in the United States on July 11, 2025
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Darcie
Omaha, US
★★★★★ 5
Fun little ball!
Fun little ball! Glad I got the football version the regular ball would be a choking hazard for my Great Dane. The ball rolls and shakes on the floor which at first was scary, but now she loves it! She nudges it all over the floor to keep it moving, keeping her entertained for a bit.
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Reviewed in the United States on May 9, 2026
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Rodolfo Israel Barranco Rivera
San Leandro, US
★★★★★ 1
Won't hold charge
Unfortunately the toy would not hold charge. I charged it for couple hours and it wouldn't turn on. I tired a different charger to be safe and still nothing. Was hoping to share this exciting toy with my pup, guess I'll keep looking for alternative.
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Reviewed in the United States on November 20, 2025
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Amazon Customer
Birmingham, US
★★★★★ 5
Luxury Dog, Luxury Toy”
“ I previously tried another toy, but its outer layer peeled off easily and even caused issues .This ball, however, is different. Even though my little dog chews on it, the ball recovers easily and causes no damage. It even gives a gentle workout for my pup’s gums and teeth. Maybe because my dog is small, it seems to restore well and is a perfect fit! At first, I saw this advertised mostly for larger dogs. However, even though my pup is really small, they have no trouble playing with it and enjoy it just as much!
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Maryjcm1
Omaha, US
★★★★★ 3
Dog loves it; but some poor construction
My small dog instantly loved this toy! I like the squeaker, bounciness, and options for different kinds of movement in the interactive play. It also recharges fast. However, I have two downsides: While my dog isn’t a big chewer, he got through this in a couple weeks. So we are on our second shell. That’s a nice option to be able to order just the shell. Second, both shells have the same issue: they won’t stay screwed shut. The second shell is worse at this than the first. Once unscrewed, the interactive/mechanism piece will fall out and chocks be a choking hazard. It also frustrates my dog and he just barks at it until I fix it. With the new shell I think I had to fix it 5 times in the first 10 minutes of play. Overall, it’s a fun toy and we’ll keep playing on!
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Reviewed in the United States on September 24, 2025

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