ISBN-10:
1118434765
ISBN-13:
9781118434765
Pub. Date:
01/29/2013
Publisher:
Wiley
Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours / Edition 2

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours / Edition 2

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Product Details

ISBN-13: 9781118434765
Publisher: Wiley
Publication date: 01/29/2013
Series: Bloomberg Financial Series , #171
Edition description: Revised
Pages: 240
Product dimensions: 7.00(w) x 10.10(h) x 0.90(d)

About the Author

David J. Drucker, MBA, CFP®, has more than thirtyyears of experience in the financial services industry. He is thecoauthor of Tools and Techniques of Practice Management andVirtual-Office Tools for a High-Margin Practice: HowClient-Centered Financial Advisers Can Cut Paperwork, Overhead, andWasted Hours (Bloomberg Press, 2002). He is also editor of themonthly newsletter Technology Tools for Today (T3) andcofounder of the Annual T3 Technology Conference for financialadvisors. David started his own advisory firm in the Washington, DCarea in 1981 and continues to manage the financial affairs of alimited number of high-net worth clients.

Joel P. Bruckenstein, CFP®, is an internationallyrenowned expert in the field of applied technology for financialservice professionals. In addition to serving as the publisher ofthe Technology Tools for Today (T3) newsletter, Joel is atechnology columnist for Financial Planning magazine andFinancial Advisor magazine. Joel is the coauthor of Toolsand Techniques of Practice Management and Virtual-OfficeTools for a High-Margin Practice: How Client-CenteredFinancial Advisers Can Cut Paperwork, Overhead, and WastedHours (Bloomberg Press, 2002). He is also the cofounder of theAnnual T3 Technology Conference for financial advisors. Furtherinformation about Joel and T3 can be found atwww.technologytoolsfortoday.com.

Table of Contents

Introduction 1
David Drucker

CHAPTER 1 Selecting the Right CRM System 5
Davis D. Janowski

CHAPTER 2 The Future of Financial Planning Software 17
Robert D. Curtis

CHAPTER 3 The Future of Financial Planning Software and the NewClient-Advisor Relationship 27
Linda Strachan, Kory Wells

CHAPTER 4 Portfolio Management Software 37
Mike Kelly

CHAPTER 5 Achieving Growth and Profitability with TechnologyIntegration 47
Jon Patullo

CHAPTER 6 How the World Wide Web Impacts the Financial Advisor61
Bart Wisniowski, Jason Lindstrom

CHAPTER 7 Managing Your Online Presence 73
Marie Swift

CHAPTER 8 Client Portals and Collaboration 93
Bill Winterberg

CHAPTER 9 The Cloud 107
J. D. Bruce

CHAPTER 10 Digital Signature Technology 129
Dan Skiles

CHAPTER 11 Innovative Software and Technologies Implemented atOne of the United States’ Leading Advisory Firms 139
Louis P. Stanasolovich, Christopher J. Kail, Sherri M. Slafka,Daniel D. Kleck

CHAPTER 12 Virtual Staff Sparks Growth, Profitability, andScalability 159
Jennifer Goldman

CHAPTER 13 ROI—The Holy Grail of the Technology PurchaseDecision 173
Timothy D. Welsh

CHAPTER 14 Building an Efficient Workflow Management System187
David L. Lawrence

EPILOGUE

Advisor Technology: Yesterday, Today, and Tomorrow 197
Joel P. Bruckenstein

About the Authors 205

About the Contributors 207

Index 219

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