Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours / Edition 1

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Overview

Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for.

Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners.

Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.

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Editorial Reviews

From the Publisher
“Are you so buried in paperwork, nettlesome compliance issues, or personnel problems that you don’t even remember why you got into this business in the first place? David Drucker and Joel Bruckenstein feel your pain. . . .   it’s supposed to save your money—but more importantly, save your sanity.”
Registered Representative
February 2003
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Product Details

  • ISBN-13: 9781576601235
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 10/1/2002
  • Series: Bloomberg Financial Series , #38
  • Edition description: 1ST
  • Edition number: 1
  • Pages: 288
  • Product dimensions: 7.20 (w) x 9.20 (h) x 0.70 (d)

Meet the Author

David J. Drucker, M.B.A., CFP, is a regular columnist or contributor to Financial Planning, Financial Advisor, Research, and NAPFA Advisor magazines, and MorningstarAdvisor.com. He is editor of the monthly newsletter Virtual Office News.

Joel P. Bruckenstein, CFP, CFS, CMFC, is senior technology editor at MorningstarAdvisor.com and publisher of Virtual Office News (www.virtualofficenews.com). He writes a monthly technology column for Financial Advisor magazine and frequently contributes to Financial Planning magazine and other industry publications.
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Table of Contents

Foreword.

Preface.

Part 1. The High-Margin Practice.

1. A Day in the Virtual Adviser's Life.

2. The Traditional vs. the Virtual Financial Advisory Firm.

Part 2. Eliminating Paper.

3. Scanning Hardware That Can Do It for You.

4. The Best Scanning Software for Financial Planners.

5. Virtual Filing Systems.

6. Software Utilities That Do Specialized Jobs.

Part 3. The Tools in Practice.

7. Communicating with Clients.

8. Selecting and Working with Virtual Work Partners (VWPs).

9. Managing Client Work Flow.

10. Managing Information about Your Clients.

11. Making the Virtual Transition.

12. Looking Ahead.

Acknowledgments.

Recommended Resources.

Index.

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