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Information Architecture for the World Wide Web...
1,49 € *
zzgl. 3,99 € Versand
Anbieter: reBuy
Stand: 21.09.2020
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Technology Tools for Today's High-Margin Practice
87,90 CHF *
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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 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

Anbieter: Orell Fuessli CH
Stand: 21.09.2020
Zum Angebot
Technology Tools for Today's High-Margin Practice
42,00 CHF *
ggf. zzgl. Versand

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 &quote;bible&quote; 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

Anbieter: Orell Fuessli CH
Stand: 21.09.2020
Zum Angebot
Technology Tools for Today's High-Margin Practice
42,00 CHF *
ggf. zzgl. Versand

Revolutionize your financial advisory practice with thelatest cutting-edge tools Tired of spending more time with filing cabinets than withclients? Is overhead eating up your margins? In a new revisededition of the 'bible' of practice management and technology forfinancial professionals, two leading financial planners, with somehelp from their friends*, deliver the knowledge advisors have beenbegging for. This book serves up a nontechnical trove oftechnology, clever workarounds, and procedural efficienciestailored to help financial advisors in private practice move towardtoday's virtual office. The authors show you how to drasticallyreduce the paperwork in your office, slash overhead, and findanything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloudcomputing, software integrations, mobile devices/apps, social mediatools, portfolio accounting and outsourcing, collaborative tools,digital signatures, workflow management, marketing technology andmuch more. * Perfect for successful practices seeking greater efficienciesand healthier profit margins * The authors are well-known financial advisors, each with morethan 30 years of experience in financial services * Addresses the evolution of the virtual office and its impact onadvisory firms If you're looking for new systems and efficiencies to transformand streamline your private practice, look no further thanTechnology 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, BobCurtis Chapter 3 The Future of Financial Planning Software and the NewClient-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with TechnologyIntegration, 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 atOne of the United States' Leading Advisory Firms, Louis P.Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, andScalability, Jennifer Goldman Chapter 13 ROI--The Holy Grail of the Technology PurchaseDecision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System,David L. Lawrence

Anbieter: Orell Fuessli CH
Stand: 21.09.2020
Zum Angebot
Technology Tools for Today's High-Margin Practice
64,99 € *
ggf. zzgl. Versand

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 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

Anbieter: Thalia AT
Stand: 21.09.2020
Zum Angebot
Technology Tools for Today's High-Margin Practice
38,99 € *
ggf. zzgl. Versand

Revolutionize your financial advisory practice with thelatest cutting-edge tools Tired of spending more time with filing cabinets than withclients? Is overhead eating up your margins? In a new revisededition of the 'bible' of practice management and technology forfinancial professionals, two leading financial planners, with somehelp from their friends*, deliver the knowledge advisors have beenbegging for. This book serves up a nontechnical trove oftechnology, clever workarounds, and procedural efficienciestailored to help financial advisors in private practice move towardtoday's virtual office. The authors show you how to drasticallyreduce the paperwork in your office, slash overhead, and findanything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloudcomputing, software integrations, mobile devices/apps, social mediatools, portfolio accounting and outsourcing, collaborative tools,digital signatures, workflow management, marketing technology andmuch more. * Perfect for successful practices seeking greater efficienciesand healthier profit margins * The authors are well-known financial advisors, each with morethan 30 years of experience in financial services * Addresses the evolution of the virtual office and its impact onadvisory firms If you're looking for new systems and efficiencies to transformand streamline your private practice, look no further thanTechnology 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, BobCurtis Chapter 3 The Future of Financial Planning Software and the NewClient-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with TechnologyIntegration, 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 atOne of the United States' Leading Advisory Firms, Louis P.Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, andScalability, Jennifer Goldman Chapter 13 ROI--The Holy Grail of the Technology PurchaseDecision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System,David L. Lawrence

Anbieter: Thalia AT
Stand: 21.09.2020
Zum Angebot
Technology Tools for Today's High-Margin Practice
38,99 € *
ggf. zzgl. Versand

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 &quote;bible&quote; 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

Anbieter: Thalia AT
Stand: 21.09.2020
Zum Angebot