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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Sonya Lucatero
Lexington, US
★★★★★ 5
Best ball ever!
Color: Red-Blue, Size: Large Size 3 (8"), Color: Red-Blue, Size: Large Size 3 (8")
Oh my goodness. My cane corso (15 mos) LOVES this ball. It’s easy for them to pick up because of all the little handles sewn into the ball. It’s easy to throw as well. The only thing is he likes to chew them off if he gets free time with the ball. The ball itself is very sturdy. highly recommend, and I’ll be ordering more. We play with this every morning and he’s so excited to take it outside.
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Reviewed in the United States on May 26, 2026
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Janelle Fairbanks
Lexington, US
★★★★★ 4
Best for a single dog but quality products
Color: Lake Blue, Size: Large Size 3 (8")
Straps didn’t hold up my two herding dogs did a number on it but it is a quality product the ball itself is still in tact
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Reviewed in the United States on January 15, 2026
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Cary johnson
Carnegie, US
★★★★★ 5
its a great fun toy fir all of us
Color: Red-Blue, Size: Medium Size 2 (6")
its very tough so our dogs cant tear it up but soft enough so they get an easy hold. They absolutely love. great dog toy!
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Reviewed in the United States on May 27, 2026
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momOfMaxx
San Leandro, US
★★★★★ 5
zelda‘s “indoor” ⚽️ ball!
Color: Squeaky Green, Size: Medium Size 2 (6")
zelda loves her soccer ball - because of the fabric “tabs”, and the way she treats her toys, we keep it inside. she loves to place all of her toys and bones on our bed, after they’ve been cleaned. this ball is perfect and soft enough to throw it down our steps, where she will run down, retrieve it, and bring it back to the bed. it arrives deflated and comes with the pump and two needles - the pump is not the sturdiest and felt like it was not inflating, but after only having to reflate it once with a bit of air since receiving it ~5-6 months ago, it still holds up!
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Reviewed in the United States on February 2, 2026
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Desy
Waukegan, US
★★★★★ 3
Small for a medium
Color: Red-Blue, Size: Medium Size 2 (6"), Color: Red-Blue, Size: Medium Size 2 (6")
I got medium.. and it does not look like a medium ball.. it’s rather small. It’s pretty sturdy and my dogs went crazy for it but it’s definitely not the size I thought it was going to be 😂 my dogs chewed one strap within 5 minutes of having it but they’re dogs and that’s what they do lol. I bought this to be an outside ball for them! It’s pretty light but that’s probably because it’s small. Not soft? But feels like a soccer ball. It also had no smell coming out of the box. Also comes with a pump and an extra thing to put in the ball to pump in case you lose one. I like these balls, I expect them to be chewed up because that’s what I bought them for! Fun for my dogs and they are! But the size… it is not medium and that’s the only reason for 3 stars 😂😂😂 Other then that I recommend, your dog will definitely love this! Inside or outside playing! Alone or with another dog!
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Reviewed in the United States on October 15, 2025

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